We are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich. The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team. Key Duties: * Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails. * Team administration and compliance regarding client service issues. * Liaise with ‘product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business. * Open wealth planning post and action immediately. * Prepare letters of authority and letters appointment as requested by Wealth Planning team members. * Filing - maintain up to date and accurate client records electronically. * Obtain product research, information and new business illustrations as requested by Wealth Planning team members. * Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications. * Liaise with providers regarding commission and fee payments. Previous Skills & Experience: * Good standard of education, including English and Maths. * Prior experience working with Financial Services is desirable. * Strong administrative experience. * Good working knowledge of Microsoft Office. * A keen interest in Financial Planning or Financial Services is advantageous but not essential. If you like the idea of working for a reputable company, who will support your growth and development - this could be the perfect role for you