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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