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The role is based in Ipswich with a highly respected IFA Wealth Manager.
Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.
You will be trained in KEY RESPONSIBILITIES & ACCOUNTABILITIES
- New business processing and submission to Business quality, submitting onto external and internal systems
- Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
- Liaison with a variety of product providers and use of their online systems to gather valuations etc
- Working with back-office system to maintain client records, process annual reviews reports and new business processing
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
- General Administration and client servicing support as needed
The role offers a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.
