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Junior IFA Administrator

Location: IPSWICH, SUFFOLK Salary: 18000 - 22000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: about 17 hours ago Reference: 3103852

My Client is one of the UK's leading independent providers of discretionary wealth management and have an exciting new opportunity for an Administration Assistant to join their Ipswich team.


General administration to include:
 
Communicating & ongoing administration with Financial Advisers and Clients  
Preparation and processing of all new client documentation and amendments
Monitoring of transfers of assets/cash from other institutions
ISA subscriptions and transfers
Processing of payments clients
Checking quarterly fees
Liaising with colleagues within Business Support regarding administration of client accounts.
Management of Co-ordinating new business
Ensuring maintenance of client KYC on systems
Ensuring client details and reviews are recorded correctly on systems
Occasional Mail merge
General record keeping and electronic filing
Adhering to Conduct Risk standards

Experience:
 
Previous Financial Services administration experience is essential – additional training will be provided.
Intermediate knowledge of MS Word/Excel/Outlook preferred.

 
Attributes/Skills:

 
Accuracy, numeracy, attention to detail
Clear and concise communication skills – oral and written
Ability to meet deadlines/work within restricted timescales
Flexible and reliable team member
Ability to work on own initiative to achieve required results  
Collaborative and inclusive approach to work
Organised and pro-active

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