Financial Administrator
  • England,East of England,Suffolk,Ipswich
  • full-time
  • Competitive salary
Job Description:
Time Appointments 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:
*Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails.
*Team administration and compliance regarding client service issues.
*Liaise with ’product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business.
*Open wealth planning post and action immediately.
*Prepare letters of authority and letters appointment as requested by Wealth Planning team members.
*Filing - maintain up to date and accurate client records electronically.
*Obtain product research, information and new business illustrations as requested by Wealth Planning team members.
*Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications.
*Liaise with providers regarding commission and fee payments.
Previous Skills & Experience:
*Good standard of education, including English and Maths.
*Prior experience working with Financial Services is desirable.
*Strong administrative experience.
*Good working knowledge of Microsoft Office.
*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!
Job number 1743414
metapel
Company Details:
TIME Appointments Ltd
Company size: 10–19 employees
Industry: Recruitment Consultancy
Time Appointments are a leading recruitment agency offering a consultative approach working with a host of businesses in the East of England, covering...
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