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We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Financial Administrator to join their reputable company based in Ipswich.
Key Responsibilities:
- Providing administrative support to the Financial Services team to ensure deadlines are met.
- Providing comprehensive pre and post-meeting support for the Advisers.
- Ensure full assistance with the preparation of valuation reports and documentation in readiness for client meetings.
- Liaising with clients, providers and third parties.
- Drafting Suitability Reports.
- Create and maintain records and databases with client, financial and other data.
- Communicate with clients and insurance companies via telephone, email and post.
- Gathering, reviewing and interpretation of information.
- Attend client and /or insurer meetings as and when required.
- Ensure that any client complaints are referred immediately to the Managing Director and Training and Compliance Officer.
- Ensuring timely adherence to any regular submission requirements.
- Managing enrolments and ensuring clients are compliant with current Auto Enrolment Legislation.
- Updating and keeping employee records.
- Managing renewal and ongoing maintenance of Group Risk Schemes.
Skills & Experience Required:
- Undertaking RO qualifications
- Knowledge and experience in drafting suitability letters
- Experience within the IFA industry
- Proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a min 12m period.
- Knowledge across investments, pensions and protection/life cover with any tax or trust exposure a significant bonus.
Benefits:
- 25 days holiday + bank holidays
- Funded qualifications and study leave
- Pension contribution
- Group income protection scheme
- Private medical insurance
