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Financial Services Coordinator

2 months ago

Ipswich, Suffolk, United Kingdom Service Service Employment Agency Limited Full time
{"title": "Financial Services Administrator", "description": "Job Summary

We are seeking an experienced IFA Administrator to join our well-established Ipswich Office.

The successful candidate will be responsible for undertaking client-related administration, reviewing work, reporting, and implementation to assist Independent Financial Advisers in providing independent financial services to clients.

Key Responsibilities
  • Maintenance of client and portfolio records.
  • Preparation of client files for annual or half-yearly reviews.
  • Processing client new business and general client administration as required.
  • Communicating with clients on case progress.
  • Preparing necessary paperwork and application forms for client meetings.
  • Managing WIP and invoicing.
  • Communicating with product providers on case progress, compliance issues, and record-keeping.
Requirements
  • Desirable: Certificate in Financial Services.
  • Good understanding of Microsoft Office and other industry technical software packages.
  • Excellent organisational and planning skills.
  • Strong communication and analytical skills.
  • Good team player with a flexible approach.
Benefits
  • Up to £30,000.00 salary, negotiable dependent on experience and qualifications.
  • Life cover 4 x salary.
  • Flexible benefits scheme.
  • Wellness platform.
  • Shopping discounts platform.
  • Support to obtain professional qualifications.
  • Enhanced maternity and paternity leave.
  • Health Care Cash Plan.
  • Enhanced employer pension contributions.
  • Hybrid working arrangement.
About Us

Our client is a successful Independent Financial Advice Practice with offices throughout East Anglia.

They are a sizeable group but remain a small and personable collective of likeminded professionals who really care about the clients they service.

", "lang_code": "en-US"}