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Ipswich

    Experienced Financial Planning Administrator - Suffolk, United Kingdom - Time Appointments

    Time Appointments
    Time Appointments Suffolk, United Kingdom

    Found in: Jooble UK O C2 - 6 days ago

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    Description

    Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds.

    The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress within a well-established organisation.

    General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and filing client documents.


    • General support to Advisers and Paraplanners, including helping the team prepare, co-ordinate and follow up on client meetings.
    • Dealing effectively with the submission of new business in a timely manner, including accurate completion and submission of application forms, submission of business via platforms and online.
    • Assist with the preparation of annual portfolio reviews for clients by preparing review packs for the Adviser and Paraplanner.
    • Processing of back-office tasks such as billing and recording commission and adviser fees on our systems
    • Producing top up reports for ISAs and pensions as instructed by the Paraplanners, including producing personalised and cost illustrations.
    • Assisting the Senior Financial Planning Administrator with training new recruits on systems and processes.
    • Ensure compliance with financial regulations and company policies.
    At least three years' experience in an administrative or support role in Financial Services.

    • Excellent computer skills.
    • Competitive salary
    • Generous holiday entitlement and day off on your birthday
    • Holiday purchase/sale scheme
    • Flexible home working policy
    • Matching employer pension contributions
    • Private health insurance
    • Employee assistance programme
    • Length of service recognition
    • Social events
    • Study support for a Financial Planning Administration qualification
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