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Financial Services Administrator

Job Posted: 12 days ago

Salary: £ Competitive
Job Type: Permanent
Location: Ipswich, Suffolk

Expire in: 15 days

Job Description

A leading Independent Financial Advisors 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

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in Ipswich, Suffolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!