We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Financial 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.

Benefits:

• 25 days holiday + bank holidays
• Funded qualifications and study leave
• Pension contribution
• Group income protection scheme
• Private medical insurance