A leading Independent Financial Advisors with offices in Ipswich and Colchester are currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm’s Financial Consultants.
Duties & responsibilities Include:
*Processing premium payments
*Answering the telephone, note and message taking, dealing with enquiries
*Creating new files.
*Maintaining accurate client and policy records through client management systems and associated IT solutions
*Liaising with third parties to obtain client valuations.
*Preparing illustrations for products, ready for advice team to present at client meetings.
*With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer
*Liaising with product providers and head office to maintain up to date product knowledge.
*Ensuring that all compliance procedures are adhered to
Skills & Experience Required:
*Must have experience working in an IFA firm or Wealth Management experience
*Driven, with a ’can-do’ attitude
*A high degree of accuracy and attention to deal
*Excellent organisational and planning skills with the ability to prioritise workloads
*Strong IT skills, including the use of MS Word, Excel & Outlook
*GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent)
Benefits Include (subject to eligibility):
*Health & wellbeing programme
*Company events
*Additional leave
*Company pension
*Enhanced maternity and paternity leave
*Cycle to work scheme
*Life insurance
*Paid volunteer time
*Referral programme
*Hybrid working upon successful completion of a probationary period