Financial Services Administrator

Time Appointments are working on behalf of a prestigious financial services establishment based in Ipswich, who are recruiting for a professional Financial Services Administrator to join their team. This is a fantastic opportunity to join one of the employers of choice in the area who truly value their staff, offer exceptional benefits, and continuously invest in both professional and personal development for their employees.

Skills & Experience Required:

* Proven customer service or administrative experience gained from a professional regulated environment

* An understanding of anti-money laundering (AML) issues and ID verification processes, preferred but not essential

* Basic knowledge of trust law, income tax, capital gains tax, inheritance tax, preferred but not essential

* Ability to work under pressure and in a regulated environment

* Excellent IT skills including the use of Microsoft software

* A diligent worker with a high level of attention to detail

* Strong communication skills, written and verbal

Key Duties & Responsibilities:

* Maintain trust databases and the HMRC Trust Register, ensuring records are accurate and up to date

* Open new trust accounts and reconcile trust bank accounts

* Review and check trust accounts, assisting with the preparation of trust accounts and tax returns

* Prepare and issue tax certificates

* Communicate with beneficiaries and co-trustees through emails and formal correspondence

* Raise invoices and process trust fees

* Monitor trust diaries to ensure annual reviews and regular beneficiary distributions are completed on time

* Liaise with internal teams, including Wealth Planning, regarding new trust business

* Provide general administrative support as required