Job Description
Due to their continued success, our client, a highly regarded Financial Services firm based in Ipswich, is looking to recruit an experienced Senior Financial Services Administrator to join their professional and supportive team. This is an exciting opportunity for a driven individual to provide high-quality administrative support within a regulated environment, working closely with Advisers, clients, and third-party providers.
Key Duties & Responsibilities:
* Providing full administrative support to the Financial Services team, ensuring all deadlines are met
* Preparing valuation reports and meeting documentation, offering comprehensive pre- and post-meeting support for Advisers
* Drafting Suitability Reports and ensuring accurate completion of all necessary documentation
* Liaising with clients, insurers, and providers, maintaining professional and timely communication
* Maintaining accurate client records and databases
...
Key Duties & Responsibilities:
* Providing full administrative support to the Financial Services team, ensuring all deadlines are met
* Preparing valuation reports and meeting documentation, offering comprehensive pre- and post-meeting support for Advisers
* Drafting Suitability Reports and ensuring accurate completion of all necessary documentation
* Liaising with clients, insurers, and providers, maintaining professional and timely communication
* Maintaining accurate client records and databases
...
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