Financial Planning Assistant

1 month ago


Ipswich, United Kingdom Time Appointments Ltd Full time

We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Financial Administrator to join their reputable company based in Ipswich.


Key Responsibilities:

  • Providing administrative support to the Financial Services team to ensure deadlines are met.
  • Providing comprehensive pre and post-meeting support for the Advisers.
  • Ensure full assistance with the preparation of valuation reports and documentation in readiness for client meetings.
  • Liaising with clients, providers and third parties.
  • Drafting Suitability Reports.
  • Create and maintain records and databases with client, financial and other data.
  • Communicate with clients and insurance companies via telephone, email and post.
  • Gathering, reviewing and interpretation of information.
  • Attend client and /or insurer meetings as and when required.
  • Ensure that any client complaints are referred immediately to the Managing Director and Training and Compliance Officer.
  • Ensuring timely adherence to any regular submission requirements.
  • 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.


Skills & Experience Required:

  • Undertaking RO qualifications
  • Knowledge and experience in drafting suitability letters
  • Experience within the IFA industry
  • Proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a min 12m period.
  • Knowledge across investments, pensions and protection/life cover with any tax or trust exposure a significant bonus.


Benefits:

  • 25 days holiday + bank holidays
  • Funded qualifications and study leave
  • Pension contribution
  • Group income protection scheme
  • Private medical insurance



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