Financial Administrator- Wealth Management, Ipswich Wealth Management Career Development

Are you an experienced Financial Services Administrator, IFA Administrator or Wealth Management Administrator looking for your next career opportunity? An established and growing wealth management business with offices in Ipswich is looking for a proactive, organised and detail-focused Financial Administrator to join its team. This is an excellent opportunity for someone with around 3 years'' financial services experience who enjoys supporting Advisers and clients and wants to build a long-term career within wealth management and financial planning. The Role Working as part of a collaborative team, you will provide high-quality administrative support to Financial Advisers and their clients throughout the advice process. Your responsibilities will include: Completing file reviews and ensuring documentation is accurate and complete Preparing information and documentation ahead of adviser and client meetings Completing post-meeting administration Maintaining and updating the CRM system Processing valuations and calculating financial totals Accurately inputting and maintaining client information Chasing outstanding information from clients and providers Supporting Advisers with the day-to-day management of their client banks Following established processes and procedures Providing wider administrative support to the Financial Planning team What We''re Looking For We''re looking for someone who is organised, proactive and detail-focused, with a genuine interest in developing ..... full job details .....