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.
My client in Ipswich is seeking a strong administrator, working within a financial services company as an Administrator specialising in Self-Invested Personal Pension (SIPP) services.
Your responsibilities will include processing client transactions, managing SIPP accounts, and ensuring compliance with regulatory requirements.
As an integral part of the team, you'll play a vital role in delivering exceptional service to their clients within the SIPP department.
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.
Hours per week: Monday to Friday - 37.5 hours per week
We are a leading facilities management company providing a range of both standalone and integrated services including cleaning, catering, security, technical services, energy management and compliance, front of house, landscaping, logistics, waste management and pest control services.
Atalian Servest and OCS have merged to create a new organisation, the OCS Group UK & Ireland.
Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator.
Office Flexibility: Working from Home availability (2 days per week).
This position is a permanent and the client is looking for an ambitious individual with a progressive attitude.