Our client, a Financial Service specialist based in Lowestoft, are currently recruiting for a personable individual to join their thriving team as a Financial Services Administrator.


Key Responsibilities:
*Ensuring client records are up to date and that internal systems and processes are followed
*Generating and compiling documents to create accurate client review packs.
*Liaising with clients, dealing with queries and servicing requirements.
*Collating documents, drafting suitability letters and increment letters.
*Processing invoices
*Preparing and rolling out monthly account payments
*Ensuring the company adheres to industry-specific financial rules and regulations


Skills & Requirements:
*Previous experience in administration processes within an IFA practice.
*Ability to prioritise workload and perform to a high standard in a deadline-based environment.
*Ability to work well in a team as well as be able to work under own initiative
*Strong communication skills, both written and verbal


Benefits:
*3.30pm finish on Fridays
*25 days holiday + Bank Holidays
*Pension scheme
*Support with qualifications
*Free parking