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