Financial Services Coordinator
4 weeks ago
Our client, a successful Independent Financial Advice Practice, is seeking an experienced IFA Administrator to join their Ipswich Office.
Purpose of the Role:
To provide administrative support to Independent Financial Advisers in the provision of independent financial services to clients.
To undertake client-related administration, review work, reporting, and implementation tasks in an efficient and timely manner.
Key Responsibilities:
- Undertake client-related administration tasks, including reviewing work and reporting.
- Implement tasks to assist Independent Financial Advisers in providing independent financial services to clients.
- Complete tasks in an efficient and timely fashion.
- Have a good understanding of Microsoft Office and other industry technical software packages.
- Have strong communication and analytical skills.
- Be a good team player with a flexible approach.
Requirements:
- A Certificate in Financial Services or aim to achieve it.
- Good organisational and planning skills.
- Ability to keep a time record of work undertaken on behalf of clients.
- Understand the advice process and the need for a commercial relationship with clients.
About the Company:
Our client is a sizeable group but remains a small and personable collective of likeminded professionals who really care about the clients they service.
They are a well-established and well-situated Independent Financial Advice Practice with offices throughout East Anglia.
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