Financial Administrator
22 hours ago
OverviewWe are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich.The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team.ResponsibilitiesRoutine administrative tasks such as filing, photocopying, collating information, composing letters and emails.Team administration and compliance regarding client service issues.Liaise with ‘product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business.Open wealth planning post and action immediately.Prepare letters of authority and letters appointment as requested by Wealth Planning team members.Filing – maintain up to date and accurate client records electronically.Obtain product research, information and new business illustrations as requested by Wealth Planning team members.Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications.Liaise with providers regarding commission and fee payments.QualificationsGood standard of education, including English and Maths.Prior experience working with Financial Services is desirable.Strong administrative experience.Good working knowledge of Microsoft Office.A keen interest in Financial Planning or Financial Services is advantageous but not essential.If you like the idea of working for a reputable company, who will support your growth and development – this could be the perfect role for you. #J-18808-Ljbffr
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Financial Administrator
23 hours ago
Ipswich, United Kingdom Perspective Financial Group Ltd Full timeOverviewWe have a vacancy for a Financial Administrator to join our busy Ipswich Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising...
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Financial Administrator
2 weeks ago
Ipswich, United Kingdom Time Appointments Full timeWe are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich. The successful application will provide efficient administrative support to the adviser teams, ensuring that processes are executed efficiently in line with regulatory standards. Key Duties * Provide assistance to the Heads of Investment Managers to help...
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Independent Financial Adviser
2 weeks ago
Ipswich, United Kingdom Swallow Financial Planning Full time**NEW YEAR NEW CHALLENGE!** This is a great opportunity for anyone who wants a long term career as part of a highly successful boutique Chartered Financial Advisers. **About The Firm** - Our main business is the management of pre and post retired individuals. - Our typical client will be worth >£500,000. - We get most of our new business from our London...
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Financial Services Administrator
2 weeks ago
Ipswich, United Kingdom Opus People Solutions Full timeOpus People Solutions are seeking an Administration Support role to join an award-winning team based in Ipswich on a full time, permanent basis. The company is a UK leading business with now over 5 locations, over 100 staff members and many awards under their belt, they are leading the way in their industry and have a great work culture which shows in their...
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Financial Support Administrator
7 days ago
Ipswich, United Kingdom TIME Appointments Ltd Full timeOur client are a leading financial institution based in the Ipswich Town Centre who pride themselves on delivering outstanding customer experience. The main aim of the role is to help customers get onto their online accounts and help them with any issuesthey may have. The role will be split between customer management and administration of accounts. Key...
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Financial Services Administrator
5 days ago
Ipswich, United Kingdom TIME Appointments Ltd Full timeTime Appointments are pleased to be working on behalf of a financial services provider who is looking to recruit an Office Administrator to join their busy team in their Ipswich Office. You will be responsible for covering a variety of tasks, providing technical support to the brokers, and be able to switch between tasks effortlessly depending on priorities...
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Wealth Managment Administrator
5 days ago
Ipswich, Suffolk, United Kingdom IRCFS - International Recruiters - Connecting Financial Specialists Limited Full timeOur client is a well-respected national firm of independent financial advisers, currently recruiting an IFA Administrator for their Ipswich offices.The successful candidate will act as the point of contact for client queries regarding pensions and investments, liaise with product providers, and cover all aspects of general office administration.Specific...
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Financial Planning Administrator
7 days ago
Ipswich, United Kingdom MI Search Ltd Full timeThis national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their busy team in their Ipswich office. In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and...
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Financial Planner Support
3 weeks ago
Ipswich, United Kingdom Focus Search and Selection Full timeFocus Search and Selection have partnered with a reputable Chartered Financial Planner who is seeking an experienced Financial Planner Support to join their growing team.As a Financial Planner Support, you will play a key role in providing comprehensive administrative and technical assistance to the Financial Planners, ensuring the smooth delivery of a...
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Financial Services Administrat...
23 hours ago
Ipswich, United Kingdom Time Appointments Full timeA leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for providing...