Senior Financial Services Administrator & Advisory Support

Time Appointments; Ipswich; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading independent financial advisory in Ipswich is seeking a Senior Financial Services Administrator. The role includes drafting suitability reports and supporting Financial Advisors with technical administration. Candidates must have proven experience in financial services, excellent communication skills, and a strong grasp of investments and pensions. This position offers a competitive salary and opportunities for further qualifications and professional development.

Qualifications

• Proven experience in a relevant role and exposure to Financial Advisors.
• Strong understanding of investments, pensions, and protection.
• Excellent communication skills are essential.

Responsibilities

• Draft suitability reports.
• Research portfolios and funds, monitor market trends.
• Ensure proper completion of documentation.

Skills

Proven experience as a Financial Services Administrator

Considerable knowledge of investments, pensions, and protection

Immaculate communication skills

Excellent literacy and numeracy skills

Excellent organisational and planning skills

Job description

A leading independent financial advisory in Ipswich is seeking a Senior Financial Services Administrator. The role includes drafting suitability reports and supporting Financial Advisors with technical administration. Candidates must have proven experience in financial services, excellent communication skills, and a strong grasp of investments and pensions. This position offers a competitive salary and opportunities for further qualifications and professional development.