Park Holidays UKSaint Osyth
ReceptionistPark Holidays is looking for a talented, enthusiastic and passionate receptionist to join our team. ...
Park Holidays UKFelixstowe
Maintenance Operative,Park Holidays UK is looking for talented, enthusiastic and passionate people to join our team.Responsibilities: * Carry out general maintenance and repairs across the holiday park, including plumbing, carpentry, and electrical work.Conduct regular checks and inspections of equ...
Allied HealthcareCambridge, 43 mi from Ipswich
A role for an Endodontist is currently open in a dynamic town near Cambridge at an acclaimed dental clinic
About the Position
• Opportunity for a specialist Endodontist or DWSI
• Complex endodontic cases are currently referred out
• Initial...
UberEngland
Driving with Uber offers a flexible earning opportunity.It’s a great alternative to full-time driver jobs, part-time driver jobs or other part-time gigs, temp jobs or seasonal employment.Or maybe you’re already using other rideshare apps and want to supplement your income by becoming a driver using ...
UberEngland
Driving with Uber offers a flexible earning opportunity.It’s a great alternative to full-time driver jobs, part-time driver jobs or other part-time gigs, temp jobs or seasonal employment.Or maybe you’re already using other rideshare apps and want to supplement your income by becoming a driver using ...
Ipswich
Are you looking to develop your skill-set and join one of the fastest growing dental groups in the UK? We are recruiting for a Dental Registered Manager to support at our Ipswich practice.
Our Registered Managers are responsible for supporting...
Ipswich
Together Dental Ipswich are looking for a Cleaner to join on a part time basis, the successful candidate will be responsible for ensuring our practices and working spaces are clean and tidy and maintained to the expected CQC regulations at all times...
Ipswich
why you should apply.
The company boasts an incredible office with amazing facilities, this forward-thinking company have an incredible benefits package including an amazing holiday package which increases every year. A great company pension, health...
Get new jobs by email!
Get email updates for the latest Dental Office jobs in Ipswich
It's free, and you can cancel email updates at any time
Financial Services Administrator
Ipswich | www.cv-library.co.uk |
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia.
My client is a sizeable group but remain a small and personable collective of likeminded professionals who really care about the clients they service.
I am currently looking to recruit an experienced IFA Administrator to join their well-established, and well situated Ipswich Office.
Purpose of the role
To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients.
To undertake the required number of chargeable hours for the department.
To complete tasks in an efficient and timely fashion.
Knowledge and experience
It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job.
A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo.
Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients.
Understand the advice process and the need for a commercial relationship with clients.
Strong communication skills and excellent analytical skills.
Good team player with a flexible approach.
Key responsibilities
Maintenance of client and portfolio records.
Preparation of client files for annual or half yearly reviews.
Process client new business and general client administration as required.
Communicate with clients on case progress
Preparing necessary paperwork and application forms for client meetings
Managing WIP and invoicing.
Communicate with product providers on case progress compliance issue and record keeping.
Salary
Up to £30,000.00, this is negotiable dependent on experience and qualifications.
Benefits
Life cover 4 x salary
Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave).
Wellness platform
Shopping discounts platform
Support to obtain professional qualifications with study leave and financial support with exam material
Enhanced maternity and paternity leave
Health Care Cash Plan
Enhanced employer pension contributions
Hybrid working (discretionary, 3 days in the office, 2 days from home; post successful probation)
9. 5 - Mon-Fri
My client is a sizeable group but remain a small and personable collective of likeminded professionals who really care about the clients they service.
I am currently looking to recruit an experienced IFA Administrator to join their well-established, and well situated Ipswich Office.
Purpose of the role
To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients.
To undertake the required number of chargeable hours for the department.
To complete tasks in an efficient and timely fashion.
Knowledge and experience
It is desired that Administrators have, or aim to achieve, the Certificate in Financial Services. This demonstrates the basic levels of technical knowledge which is required in order to undertake the job.
A good understanding of Microsoft Office, and other industry technical software packages, e.g. Curo.
Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients.
Understand the advice process and the need for a commercial relationship with clients.
Strong communication skills and excellent analytical skills.
Good team player with a flexible approach.
Key responsibilities
Maintenance of client and portfolio records.
Preparation of client files for annual or half yearly reviews.
Process client new business and general client administration as required.
Communicate with clients on case progress
Preparing necessary paperwork and application forms for client meetings
Managing WIP and invoicing.
Communicate with product providers on case progress compliance issue and record keeping.
Salary
Up to £30,000.00, this is negotiable dependent on experience and qualifications.
Benefits
Life cover 4 x salary
Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave).
Wellness platform
Shopping discounts platform
Support to obtain professional qualifications with study leave and financial support with exam material
Enhanced maternity and paternity leave
Health Care Cash Plan
Enhanced employer pension contributions
Hybrid working (discretionary, 3 days in the office, 2 days from home; post successful probation)
9. 5 - Mon-Fri
Best jobs you don't want to miss: