Financial Services Coordinator

3 weeks ago


Ipswich, Suffolk, United Kingdom Opus Perm Full time
Job Description

We are seeking a highly skilled Financial Services Administrator to join our team at Opus People Solutions. Based in Ipswich, this role requires providing administrative support to an independent financial advisor firm.

Duties and Responsibilities:

  • Ensure compliance with the Financial Services and Markets Act 2000 and FCA Principles & Regulations.
  • Provide comprehensive pre- and post-meeting support for advisors.
  • Liaise with clients, providers, and third parties.
  • Draft Suitability Reports and Corporate Suitability Reports.
  • Manage client records, databases, and documents.
  • Attend client meetings as required.

Requirements:

  • Proven experience as a Financial Services Administrator (minimum 12 months).
  • Technical administration experience supporting financial advisers.

Salary Estimate: £30,000 - £40,000 per annum based on location and industry standards.



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