Job Description

A 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 efficient, compliant and comprehensive technical, administrative support to the firm’s Financial Consultants. Key Duties & Responsibilities Include:

  • Processing premium payments
  • Answering the telephone, note and message taking, dealing with enquiries
  • Creating new files.
  • Maintaining accurate client and policy records through client management systems and associated IT solutions
  • Liaising with third parties to obtain client valuations.
  • Preparing illustrations for products, ready for advice team to present at client meetings.
  • With the assistance of the fi...

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