Financial Services Administrator
* Location: Ipswich
* Job Type: Full-time, Permanent, office based. No hybrid.
* Salary: from £24,000 depending upon experience
We are inviting applications for a Financial Services Administrator at a well-respected and established firm known for its expert financial service advice. This role is an excellent opportunity for individuals seeking to advance their career in financial services, with support for professional development and certification.
Role Responsibilities:
1. Prepare and submit new business files, including data entry of client details and recommendations into the back-office system.
2. Manage post-sale communications by obtaining updates from providers and overseeing the client review process.
3. Schedule and organise client reviews, manage portfolio reports, and implement review outcomes.
4. Coordinate the diaries of Financial Advisers, manage email correspondence, and schedule appointments.
5. Handle client inquiries via phone and email, ensuring prompt and professional responses.
6. Produce and finalise suitability reports, maintaining adherence to compliance standards.
7. Keep the back-office system updated with accurate data and ensure compliance with internal and regulatory standards.
8. Demonstrate effectiv...