Wealth Planning Admin & Compliance Specialist

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

Job summary

A prestigious recruitment company in Ipswich is looking for a Financial Administrator to support financial planners and ensure compliance. Responsibilities include administrative tasks, liaising with product providers, and maintaining accurate client records. Ideal candidates should possess strong administrative experience, good communication skills, and proficiency in Microsoft Office. This role offers an excellent opportunity for growth in a reputable company.

Qualifications

• Must have strong administrative experience in a relevant field.
• Excellent communication skills are essential for the role.
• Proficiency in Microsoft Office is required.

Responsibilities

• Support financial planners with routine administrative tasks.
• Liaise with product providers to ensure compliance.
• Maintain client records accurately.

Skills

Strong administrative experience

Good communication skills

Proficiency in Microsoft Office

Job description

A prestigious recruitment company in Ipswich is looking for a Financial Administrator to support financial planners and ensure compliance. Responsibilities include administrative tasks, liaising with product providers, and maintaining accurate client records. Ideal candidates should possess strong administrative experience, good communication skills, and proficiency in Microsoft Office. This role offers an excellent opportunity for growth in a reputable company.