Financial Planning Assistant

Details of the offer

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


Nominal Salary: To be agreed

Source: Talent_Dynamic-Ppc

Job Function:

Requirements

Accountant

Accountant - Are you a meticulous, detail-oriented professional with a knack for finances and an ability to thrive? Please double check you have the right le...


Spider - Suffolk

Published 25 days ago

Trading Assistant - Shift

Be our magic ingredient this Christmas and spread some seasonal cheer as one of our Trading Assistants in our night shift team. From stocking shelves to date...


Sainsbury'S - Suffolk

Published 25 days ago

Intelligence Officer - Fraud Reporting

Please click apply to learn more and submit an application based on the instructions In order to make an application, simply read through the following job d...


Hmrc - Suffolk

Published 24 days ago

Trainee Farm Trader

Trainee Farm Trader Suffolk Our client, a major trader of grains and animal feed raw materials in the UK is seeking a Trainee Farm Trader to join their team....


Websters Rural - Suffolk

Published 24 days ago

Built at: 2024-12-10T13:29:30.713Z