Senior Financial Services Administrator
24 hours ago
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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