Senior Financial Services Administrator
1 week ago
Opus People Solutions are looking for a Senior Financial Services Administrator to competently provide administrative support to an independant financial advisor firm in Ipswich. Duties & Responsibilities :Comply at all times with the Compliance and Training and Competence Procedures.Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles & Regulations.Ensure that clients are treated fairly and promptly.Providing administrative support to the Financial Services team to ensure deadlines are met.Providing comprehensive pre and post-meeting support for the Advisors.Ensure full assistance with the preparation of valuation reports and documentation in readiness for client meetingsLiaising with clients, providers and third parties.Drafting Suitability Reports.Updating all relevant systems and ensuring correct completion of necessary documents.Create and maintain records and databases with client, financial and other data.Attend client and /or insurer meetings as and when required.Drafting Corporate Suitability Reports.Ensuring timely adherence to any regular submission requirements i.e. monthly pension scheme submissions.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. If you have proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a min 12m period please apply now
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Senior Administrator
1 week ago
Ipswich, Suffolk, United Kingdom Opus People Solutions Full timeSenior Administrator - Financial ServicesJob SummaryOpus People Solutions seeks an exceptional Senior Financial Services Administrator to join our dynamic team, providing administrative support to our independent financial advisor firm in Ipswich. This role offers an exciting opportunity to develop your skills and contribute to our success.
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Financial Services Administrator
7 months ago
Ipswich, United Kingdom Clayden Financial Planning Ltd Full time**Clayden Financial Planning Ltd is looking for an experienced Administrator** Clayden Financial is a successful family firm and has been trading for over 27 years. It is a much respected Independent Financial Adviser business, covering Suffolk, London and neighbouring counties. The main office is set in an idyllic barn two miles south of Ipswich, close to...
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Senior Financial Services Administrator
1 month ago
Ipswich, United Kingdom CV-Library Full timeOpus People Solutions are looking for a Senior Financial Services Administrator to competently provide administrative support to an independant financial advisor firm in Ipswich. Duties & Responsibilities : Comply at all times with the Compliance and Training and Competence Procedures. Comply at all times with the requirements of the Financial Services...
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Senior Financial Services Administrator
2 days ago
Ipswich, Suffolk, United Kingdom Opus Perm Full timeOpus People Solutions, a leading provider of administrative support solutions, is seeking a Senior Financial Services Administrator to join their team in Ipswich. This role offers an exciting opportunity to work with a dynamic financial advisor firm, providing expert administrative support to ensure seamless operations.Key Responsibilities:Ensure compliance...
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Senior Financial Services Administrator
1 month ago
Ipswich, United Kingdom Opus People Solutions Full timeOpus People Solutions are looking for a Senior Financial Services Administrator to competently provide administrative support to an independant financial advisor firm in Ipswich. Duties & Responsibilities :Comply at all times with the Compliance and Training and Competence Procedures.Comply at all times with the requirements of the Financial Services and...
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Financial Services Administrator
1 week ago
Ipswich, Suffolk, United Kingdom Time Appointments Ltd Full timeTime Appointments Ltd is seeking an experienced Senior IFA Financial Administrator to join their team in Ipswich. As a key member of the Financial Services team, you will provide administrative support and ensure deadlines are met.Responsibilities:Supporting Advisers with meeting preparation and follow-up tasks.Preparing and maintaining accurate records and...
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Senior Financial Planning Administrator
3 weeks ago
Ipswich, United Kingdom Recruit UK Full timeJob Title: Senior Financial Planning Administrator Industry: Financial Services Location: Ipswich Salary: Up to £35,000 Job Ref: 9395 Are you an experienced financial planning administrator looking to align yourself with an award-winning firm? Looking to join a company that recognises and rewards your hard work? Recruit UK is working with a Modern firm, who...
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Financial Services Manager
4 weeks ago
Ipswich, Suffolk, United Kingdom Hays Senior Finance Full timeJob Summary:Hays Senior Finance is seeking a skilled Financial Services Manager to lead our Bookkeeping team in the Business Advisory Department. Based in either Colchester or Ipswich, this role offers a unique chance to work with a leading firm providing financial services and advice to businesses and individuals.The successful candidate will have a strong...
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Senior Financial Services Coordinator
4 days ago
Ipswich, Suffolk, United Kingdom ZipRecruiter Full timeWe are seeking a highly skilled Senior Financial Services Coordinator to join our team at ZipRecruiter in Ipswich. As a senior member of our financial services department, you will be responsible for coordinating our financial activities and ensuring the smooth operation of our business.The ideal candidate will have a strong background in financial...
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Financial Services Administrator
4 days ago
Ipswich, United Kingdom CV-Library Full timeTime 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,...
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Financial Services Administrator
2 days ago
Ipswich, United Kingdom Time Appointments Full timeTime 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...
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Financial Services Administrator
6 months ago
Ipswich, United Kingdom Opus People Solutions Full timeA fantastic opportunity has arisen for a financial services administrator to join a UK leading client in the outer Ipswich area. Our client is seeking a highly organized and detail-oriented Financial Administrator, ideally with some background in financial services. **Duties**: - Process financial transactions, including accounts payable and receivable,...
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Financial Services Professional
2 months ago
Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full timeAre you a skilled Financial Advisor seeking a new challenge? Look no further!Quilter Financial Planning is a leading financial services business offering an exciting opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a member of our team, you will be part of a strong network of advisors based across the UK, working...
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Financial Services Administrator
1 week ago
Ipswich, United Kingdom Time Appointments Full timeOur client, a leading financial services company based in Ipswich, are recruiting for an Administrator to join their team. Our client provides fantastic promotional opportunities and benefits which include additional qualifications, and a great supporting work culture and environment.Skills & Experience Required: * Strong administration or customer service...
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Financial Services Administrator
3 months ago
Ipswich, United Kingdom CV-Library Full timeOur client, a leading financial services company based in Ipswich, are recruiting for an Administrator to join their team. Our client provides fantastic promotional opportunities and benefits which include additional qualifications, and a great supporting work culture and environment. Skills & Experience Required: * Strong administration or customer...
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Financial Services Administrator
1 week ago
Ipswich, United Kingdom Time Appointments Full timeOur client, a leading financial services company based in Ipswich, are recruiting for an Administrator to join their team.Our client provides fantastic promotional opportunities and benefits which include additional qualifications, and a great supporting work culture and environment.Skills & Experience Required: * Strong administration or customer service...
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Financial Services Administrator
4 weeks ago
Ipswich, Suffolk, United Kingdom OPRA GROUP Full timeThe OPRA Group is seeking a highly skilled Financial Administrator to join our team in Ipswich. This 9-month fixed-term contract offers an exciting opportunity for administrative professionals to grow their careers.As a key member of our financial services team, you will be responsible for processing pension-related actions, including trades, transfers, and...
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Senior Financial Administrator for Ipswich IFA
4 weeks ago
Ipswich, Suffolk, United Kingdom Time Appointments Ltd Full timeCompany OverviewWe are a reputable company based in Ipswich, seeking a skilled Senior Financial Administrator to join our Financial Services team.In this role, you will provide administrative support to ensure deadlines are met and provide comprehensive pre and post-meeting support for our Advisers.
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Financial Services Administrator
6 months ago
Ipswich, United Kingdom Amber River (Emery (IFA) Ltd) Full timeAmber River is a group of like-minded, values-driven people with a passion for financial planning. Amber River was created in 2019. Backed by a Board of investor directors, we are building a UK-wide independent financial planning presence through a ‘hub and spoke’ strategy. Amber River East Anglia Hub is made up of Emery (IFA) Ltd, Scrutton Bland...
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Ipswich, Suffolk, United Kingdom Opus People Solutions Full timeAdministrator for Financial Services OperationsAbout the PositionJoin Opus People Solutions as an Administrator for Financial Services Operations and take on a challenging yet rewarding role within our dynamic team. As a key member, you will provide essential administrative support to our independent financial advisor firm in Ipswich.Main...