Financial Services Administrator Ipswich Outskirts (A12 Corridor) £28,000+ Bonus Monday-Friday 9-5pm

Pure are delighted to be recruiting a financial services administrator for an established wealth management business. The ideal candidate would have previous experience in a similar environment. This role would be suitable for candidates who are looking to path out a career within financial services.

Please get in touch if you would like to discuss this further and find out more about the organisation.

Key Responsibilities: Pension, Investment and Protection research Preparing Discussion Documents for Financial Advisor Meetings Pre-Submission Process Producing Suitability Reports Arranging Advisor Diaries Arranging Annual Reviews Running Advisor back-office system Meeting & greeting clients for advisors Point of contact for clients for self-employed advisor  Key Skills

Ability to work under pressure Fast learner Meticulous attention to detail Problem solver Excellent Time Management Very comfortable with numbers Good telephone manner Desire to learn, develop and progress in Financial Services Qualifications GCSE A or B in Maths (essential) Strong A Levels or recent graduate ideally in maths or sciences- Desirable CII Financial Adviser E...