We are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich.
The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team.
Key Duties:
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Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails.
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Team administration and compliance regarding client service issues.
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Liaise with ‘product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business.
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Open wealth planning post and action immediately.
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Prepare letters of authority and letters appointment as requested by Wealth Planning team members.
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Filing - maintain up to date and accurate client records electronically.
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Obtain product research, information and new business illustrations as requested by Wealth Planning team members.
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Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications.
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Liaise with providers regarding commission and fee payments.
Previous Skills & Experience:
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Good standard of education, including English and Maths.
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Prior experience working with Financial Services is desirable.
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Strong administrative experience.
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Good working knowledge of Microsoft Office.
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A keen interest in Financial Planning or Financial Services is advantageous but not essential.
If you like the idea of working for a reputable company, who will support your growth and development - this could be the perfect role for you
