Senior Financial Services Administrator

24 hours ago


Ipswich, Suffolk, United Kingdom Opus Perm Full time

Opus People Solutions, a leading provider of administrative support solutions, is seeking a Senior Financial Services Administrator to join their team in Ipswich. This role offers an exciting opportunity to work with a dynamic financial advisor firm, providing expert administrative support to ensure seamless operations.

Key Responsibilities:

  • Ensure compliance with the Financial Services and Markets Act 2000 and FCA Principles & Regulations at all times.
  • 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.
  • Update relevant systems and documents, maintaining accurate records and databases.
  • Attend client meetings as required, providing expert administrative support.

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.

Salary: £30,000 - £40,000 per annum



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