Financial Services Team Coordinator
2 days ago
Opus People Solutions is seeking a highly skilled Financial Services Team Coordinator to join their team in Ipswich. As a Senior Financial Services Administrator, you will be responsible for providing expert administrative support to our financial advisor firm.
Key Responsibilities:
- Ensure compliance with regulatory requirements, including the Financial Services and Markets Act 2000 and FCA Principles & Regulations.
- Provide comprehensive pre and post-meeting support to Financial Advisors, ensuring timely completion of tasks and deadlines.
- Liaise with clients, providers, and third parties to facilitate efficient communication and data exchange.
- Draft Suitability Reports and Corporate Suitability Reports, ensuring accuracy and attention to detail.
- Manage client relationships, ensuring timely adherence to submission requirements.
This role requires a minimum of 12 months' experience as a Financial Services Administrator, preferably in a technical administration capacity. If you have a proven track record in this field, we encourage you to apply.
Estimated Salary: £35,000 - £45,000 per annum
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