Senior IFA Assistant

3 hours ago


Ipswich, Suffolk, United Kingdom Time Appointments Full time
Job Title: Senior IFA Assistant

We are seeking a skilled and experienced Senior IFA Assistant to join our team at Time Appointments.

The successful candidate will provide high-level administrative support to our Financial Services team, ensuring deadlines are met and records are maintained accurately.

Key Responsibilities:

  • Provide advanced administrative support to the Financial Services team.
  • Manage complex client and financial data, maintaining accurate records and databases.
  • Communicate effectively with clients and insurance companies via various channels.
  • Refer client complaints to the Managing Director and Training and Compliance Officer.
  • Oversee the renewal and maintenance of Group Risk Schemes.

Requirements:

  • Proven experience as a Financial Services Administrator.
  • Advanced knowledge of investments, pensions and protection/life cover.
  • Excellent communication and organizational skills.

Benefits:

  • Competitive salary: £25,000 - £30,000 per annum.
  • Generous holiday package.
  • Pension contribution.
  • Private medical insurance.

  • IFA Role

    1 week ago


    Ipswich, Suffolk, United Kingdom CV-Library Full time

    Opportunity Overview: Opus People Solutions is seeking an IFA to join our team in Ipswich. This role involves providing expert financial advice to clients while adhering to FCA guidelines and company procedures.Key Accountabilities:Deliver high-quality financial services to clients, ensuring compliance with regulatory requirements.IDentify and develop...


  • Ipswich, UK, Suffolk, 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...


  • Ipswich, Suffolk, United Kingdom Time Appointments Ltd Full time

    Company 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.

  • Senior Care Assistant

    2 weeks ago


    Ipswich, Suffolk, United Kingdom Right at Home Ipswich, Woodbridge and Felixstowe Full time

    Right at Home Ipswich, Woodbridge and Felixstowe is a trusted home care service rated as Outstanding in England. Our team supports adults in their own homes. We are seeking a caring individual to become a Senior Care Assistant. As a Senior Care Assistant with us, you will support clients with the activities of daily living, such as personal care and...


  • Ipswich, Suffolk, United Kingdom CV-Library Full time

    The Perfect Candidate:We are looking for a highly skilled and experienced Senior Administrative Assistant to join our team at CV-Library. As a Senior Administrative Assistant, you will provide administrative support to our Managing Directors, ensuring the smooth operation of their office.Main Responsibilities:Manage the daily schedule and itinerary of the...


  • Ipswich, Suffolk, United Kingdom Hays Senior Finance Full time

    Company OverviewHays Senior Finance is a leading provider of Tax Advisory services to businesses and individuals. Our team of experts provides tailored solutions to help our clients achieve their financial goals.About the RoleWe are seeking an experienced Tax Trust Manager or Senior Manager to join our collaborative team. As a Tax Trust Manager, you will...


  • Ipswich, Suffolk, United Kingdom beBee Professionals Full time £22,000 - £28,000

    We are seeking a skilled Senior Culinary Assistant to manage a specific section of our kitchen, ensuring high culinary standards are met consistently.Key Responsibilities:Oversee the preparation and presentation of dishes in your assigned section.Ensure the quality and consistency of dishes served.Assist in menu development and the creation of daily...


  • Ipswich, Suffolk, United Kingdom Barchester Healthcare Full time

    About the Role:">As a Senior Residential Assistant at Barchester Healthcare, you will play a key role in providing high-quality care and support to our residents.You will be responsible for leading a team of care assistants, supporting our residents with their daily needs, and ensuring that they receive the quality care they deserve.Your role will involve...


  • Ipswich, Suffolk, United Kingdom CV-Library Full time

    Job OverviewEnable Recruitment is partnering with a well-established independent financial advice firm to find an experienced Financial Planning Administrator. This role involves supporting the team in delivering high-quality financial planning services to clients across the UK.The ideal candidate will have 2+ years of experience in an administrative role...


  • Ipswich, Suffolk, United Kingdom Cera Care Full time

    Join us as a Personal Assistant for Seniors at Cera Care, where you'll play a vital role in supporting our clients across Ipswich. Enjoy a fulfilling career helping individuals live independently in their own homes.Job DescriptionThis part-time/full-time position involves assisting with personal care, domestic tasks, and providing companionship to our...


  • Ipswich, Suffolk, United Kingdom Center Parcs Full time

    We are seeking an enthusiastic and skilled Senior Kitchen Assistant to join our Food and Beverage team at Center Parcs. As a key member of the kitchen team, you will be responsible for preparing and cooking menu items to agreed standards.In this role, you will work closely with the Kitchen Managers to ensure the smooth running of the kitchen and assist in...


  • Ipswich, Suffolk, United Kingdom Suffolk County Council Full time

    About the RoleThis position requires experience in archives, libraries, museums, or a similar environment, with proficiency in database systems and digital archiving tools. As a Senior Archive Assistant, you will lead and support the archive team in daily tasks, including responding to customer enquiries, retrieving materials, and assisting with sales in the...


  • Ipswich, Suffolk, United Kingdom NHS Full time

    We are seeking a dedicated and organized professional to fill the role of Senior Pharmacy Assistant - Top-Up Services at Ipswich Hospital.Job Description:This role requires providing pharmacy support duties to Critical Care and Theatres, including managing top-up services, stock levels, and logistics.The successful candidate will have a strong background in...


  • Ipswich, Suffolk, United Kingdom Healthcare Homes Full time

    Senior Care Assistant OpportunityWe are seeking a skilled and compassionate Senior Care Assistant to join our team at Uvedale Hall in Needham Market, Suffolk.This is a fantastic opportunity to work in a dynamic and supportive environment where you can make a real difference in the lives of our residents.As a Senior Care Assistant, you will play an integral...


  • Ipswich, Suffolk, United Kingdom The Disabilities Trust Full time

    Job SummaryThe Senior Nursing Manager will play a key role in managing our team of nurses and healthcare assistants, ensuring the delivery of high-quality patient care. This is an exciting opportunity for an experienced and motivated nurse to take on a leadership position and contribute to the success of our organization.About the RoleAs Senior Nursing...


  • Ipswich, Suffolk, United Kingdom ProTalent Limited Full time

    We are seeking a highly skilled Accounts Senior to join our accountancy practice in Ipswich. The ideal candidate will have previous experience operating at this level and hold ACCA/ACA qualifications.About the Role:The Accounts Senior will be responsible for preparing client accounts, tax returns and financial statements, and interpreting tax returns and...


  • Ipswich, Suffolk, United Kingdom Lorien Full time

    Job Title: Senior Agile Business CoachLorien is seeking an experienced Senior Agile Business Coach to join our team. As a key member of our Agile coaching practice, you will be responsible for supporting and assisting Product Owners, Scrum Masters, and their teams to continually improve their agile ways of working.About the RoleThis is a permanent position...


  • Ipswich, Suffolk, United Kingdom Austin Fraser Full time

    Semi senior auditors play a crucial role in audits at client premises, completing fieldwork testing and assisting with planning and finalization. The position requires a skilled and knowledgeable individual with at least two years of experience in auditing similar tasks for various clients.The successful candidate can expect a competitive annual salary...


  • Ipswich, Suffolk, United Kingdom ProTalent Limited Full time

    Join us at ProTalent Limited and take the first step towards a rewarding career as an Accounts Semi-Senior in our partner firm's Ipswich office. As an Accounts Semi-Senior, you will play a vital role in supporting our clients' accounting needs.ResponsibilitiesPreparation of financial statements and accounting schedules.Providing recommendations on accounting...

  • Senior Estimator

    2 weeks ago


    Ipswich, Suffolk, United Kingdom Apple Technical Recruitment (UK) Limited Full time

    Job Title: Senior EstimatorAs a key member of our client's estimating team, you will be responsible for managing the cost plans and pricing of single and 2-stage tenders under JCT D&B forms of contract, typically valued between £5m and £15m. You will assist with producing BOQs, take offs, full cost plans, and target cost reporting, with occasional pre-con...