Financial Services Administrat…

Financial Services Administrat.. focuses on be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm’s financial consultants.

What the role involves

• Be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm’s Financial Consultants.
• Preparing illustrations for products, ready for advice team to present at client meetings.
• 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.

Skills and requirements

• 2 years minimum IFA Administration experience.
• 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.

Candidate fit

• A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team.

Additional role context

• Answering the telephone, note and message taking, dealing with enquiries.
• Maintaining accurate client and policy records through client management systems and associated IT solutions.
• Liaising with third parties to obtain client valuations.