Senior Financial Services Administrator

Opus People Solutions are looking for a Senior Financial Services Administrator to competently provide administrative support to an independant financial advisor firm in Ipswich.

Duties & Responsibilities :

• Comply at all times with the Compliance and Training and Competence Procedures.
• Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles & Regulations.
• Ensure that clients are treated fairly and promptly.
• Providing administrative support to the Financial Services team to ensure deadlines are met.
• Providing comprehensive pre and post-meeting support for the Advisors.
• Ensure full assistance with the preparation of valuation reports and documentation in readiness for client meetings
• Liaising with clients, providers and third parties.
• Drafting Suitability Reports.
• Updating all relevant systems and ensuring correct completion of necessary documents.
• Create and maintain records and databases with client, financial and other data.
• Attend client and /or insurer meetings as and when required.
• Drafting Corporate Suitability Reports.
• Ensuring timely adherence to any regular submission requirements i.e. monthly pension scheme submissions.
• Managing enrolments and ensuring clients are compliant with current Auto Enrolment Legislation.
• Updating and keeping employee records · Managing renewal and ongoing maintenance of Group Risk Schemes.

If you have proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a min 12m period please apply now!