Financial Administrator - Ipswich, United Kingdom - Time Appointments

Time Appointments

Verified Company

Ipswich, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Time Appointments are working with a highly successful IFA firm based in Ipswich who have an exciting opportunity for a skilled IFA Administrator to join their business.

The role requires you to have recent experience of working within an IFA or similar environment where you are currently providing support to senior financial management.

Key Responsibilities:

Administration of pensions, property purchases, rentals and sales, insurance company bonds, general investment accounts and ISA's
Assist the financial planners with pre meetings / precontract preparation including research into clients existing arrangements
Provide support with the development and maintenance of the standard operating systems of the firm including general day to day office administration.
Previous experience within an IFA practice is preferred but not essential
Experience of multiple sector specific online platforms and back office systems
IT literate, polite, confident, and proud of your work, with outstanding communication and interpretation skills via computer and telephone
Excellent analytical skills with a preference for working in a structured manner

(V/11804)