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Senior Financial Services Administrator

TIME Appointments Ltd
Posted 3 days ago, valid for 16 days
Location

Ipswich, Suffolk IP15BH, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking an experienced Senior Financial Services Administrator for a leading Independent Financial Advisor in Ipswich.
  • The role requires proven experience in a technical administration capacity supporting Financial Advisors, with considerable knowledge of investments, pensions, and protection/life cover.
  • Candidates must possess excellent communication skills, both written and verbal, along with strong literacy and numeracy abilities.
  • The successful candidate will receive a competitive salary and opportunities for further qualifications to enhance their expertise.
  • A minimum of three years of relevant experience in financial services administration is required.

We are proud to be working on behalf of one of Ipswich’s leading Independent Financial Advisor’s, who are currently seeking to recruit an experienced Senior Financial Services Administrator.

The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.

Skills & Experience Required:

  • Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor’s in a technical administration capacity
  • Considerable knowledge of investments, pensions, and protection/life cover
  • Immaculate communication skills, written and verbal
  • Excellent literacy and numeracy skills and the ability to draft letters and communicate complex matters with clients
  • Excellent organisational and planning skills with the ability to prioritise workloads

Duties & Responsibilities:

  • Drafting suitability reports
  • Researching portfolios and funds, keeping abreast of market movements, trends etc.
  • Ensuring correct completion of all necessary documents
  • Keeping up to date with legislation, taxation & trusts, regulation, technical, product and provider changes.
  • Dealing with pension queries
  • Providing effective and efficient support to Financial Advisors and senior staff
  • Processing applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors

(VR/12947)

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.