We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Administrator to join their reputable company based in Ipswich.
Key Responsibilities:
Providing administrative support to the Financial Services team to ensure deadlines are met.
Providing comprehensive pre and post-meeting support for the Advisers.
Ensure full assistance with the preparation of valuation reports and documentation in readiness for client meetings.
Liaising with clients, providers and third parties.
Drafting Suitability Reports.
Create and maintain records and databases with client, financial and other data.
Communicate with clients and insurance companies via telephone, email and post.
Gathering, reviewing and interpretation of information.
Attend client and /or insurer meetings as and when required.
Ensure that any client complaints are referred immediately to the Managing Director and Training and Compliance Officer.
Ensuring timely adherence to any regular submission requirements.
Managing enrolments and ensuring clients are compliant with current Auto Enrolment Legislation.
Updating and keeping employee records.
Managing renewal and ongoing maintenance of Group Risk Schemes.
Skills & Experience Required:
Undertaking RO qualifications
Knowledge and experience in drafting suitability letters
Experience within the IFA industry
Proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a min 12m period.
Knowledge across investments, pensions and protection/life cover with any tax or trust exposure a significant bonus.
