A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm's Financial Consultants.
This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
We are currently recruiting for a Financial Planning practice based in Ipswich who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Reed are delighted to be working with a local financial services organisation, who are seeking a new Administrator to join their team in Ipswich.
With a starting salary of £22,500 for those with no industry experience, this role is an excellent opportunity for those with an Administration background who are looking to build their career with an industry-leading business.
Key Duties & Responsibilities
Deal with the daily post, and update tasks accordingly.
Kingswood Group are pleased to be assisting a financial services firm with the recruitment of an IFA Administrator to be based in their Ipswich office.
With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners.
Duties will include
Take all client requests and manage professionally ensuring positive experience.
Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator.
This position is a permanent and the client is looking for an ambitious individual with a progressive attitude.
Office Flexibility: Working from Home availability (2 days per week).