Senior Financial Services Administrator

1 week ago


Ipswich, United Kingdom Time Appointments Full time
We are proud to be working on behalf of one of Ipswich’s leading Independent Financial Advisor’s, who are currently seeking to recruit an experienced Senior Financial Services Administrator.
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Skills & Experience Required:
* Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor’s in a technical administration capacity
* Considerable knowledge of investments, pensions, and protection/life cover
* Immaculate communication skills, written and verbal
* Excellent literacy and numeracy skills and the ability to draft letters and communicate complex matters with clients
* Excellent organisational and planning skills with the ability to prioritise workloads
Duties & Responsibilities:
* Drafting suitability reports
* Researching portfolios and funds, keeping abreast of market movements, trends etc.
* Ensuring correct completion of all necessary documents
* Keeping up to date with legislation, taxation & trusts, regulation, technical, product and provider changes.
* Dealing with pension queries
* Providing effective and efficient support to Financial Advisors and senior staff
* Processing applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors
(VR/12947)

  • Ipswich, United Kingdom Clayden Financial Planning Ltd Full time

    **Clayden Financial Planning Ltd is looking for an experienced Administrator** Clayden Financial is a successful family firm and has been trading for over 27 years. It is a much respected Independent Financial Adviser business, covering Suffolk, London and neighbouring counties. The main office is set in an idyllic barn two miles south of Ipswich, close to...


  • Ipswich, Suffolk, United Kingdom Time Appointments Full time

    Job Title: Senior Financial Services AdministratorWe are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator.About the RoleThe successful candidate will be rewarded with a competitive salary and the opportunity for further...


  • Ipswich, Suffolk, United Kingdom Time Appointments Full time

    Job Title: Senior Financial Services AdministratorWe are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator.About the RoleThe successful candidate will be rewarded with a competitive salary and the opportunity for further...


  • Ipswich, Suffolk, United Kingdom Time Appointments Full time

    Senior Financial Services AdministratorWe are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator.The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their...


  • Ipswich, Suffolk, United Kingdom Time Appointments Full time

    Senior Financial Services AdministratorWe are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator.The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their...


  • Ipswich, United Kingdom TIME Appointments Ltd Full time

    We are proud to be working on behalf of one of Ipswich’s leading Independent Financial Advisor’s, who are currently seeking to recruit an experienced Senior Financial Services Administrator. The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding. ...


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial Services ProfessionalAre you a seasoned financial advisor looking for a more supportive role? Look no further! Quilter Financial Planning is offering an exceptional opportunity for a Financial Services Professional to work on both an employed and self-employed basis.About the Role:As a Financial Services Professional,...


  • Ipswich, Suffolk, United Kingdom Hays Senior Finance Full time

    Senior Financial Analyst **Job Summary** Hays Senior Finance is seeking a talented and commercially focused finance professional to join our team as a Senior Financial Analyst. As a key member of our finance team, you will play a critical role in supporting the company's growth and strategic planning. **Key Responsibilities** * Develop and maintain...


  • Ipswich, Suffolk, United Kingdom Hays Senior Finance Full time

    Senior Financial Analyst **Job Summary** Hays Senior Finance is seeking a talented and commercially focused finance professional to join our team as a Senior Financial Analyst. As a key member of our finance team, you will play a critical role in supporting the company's growth and strategic planning. **Key Responsibilities** * Develop and maintain...


  • Ipswich, Suffolk, United Kingdom Hays Senior Finance Full time

    About the RoleThe Senior Financial Analyst will play a key role in driving business growth and success at Hays Senior Finance. As a highly skilled and experienced finance professional, you will be responsible for developing and implementing financial planning and analysis strategies that support the company's medium and long-term goals.Key...


  • Ipswich, Suffolk, United Kingdom Hays Senior Finance Full time

    About the RoleThe Senior Financial Analyst will play a key role in driving business growth and success at Hays Senior Finance. As a highly skilled and experienced finance professional, you will be responsible for developing and implementing financial planning and analysis strategies that support the company's medium and long-term goals.Key...


  • Ipswich, Suffolk, United Kingdom Hays Senior Finance Full time

    About the RoleHays Senior Finance is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in driving business growth and success.Key ResponsibilitiesDevelop and maintain medium and long-term strategic planning models to inform business decisions.Conduct thorough financial...


  • Ipswich, Suffolk, United Kingdom Hays Senior Finance Full time

    About the RoleHays Senior Finance is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in driving business growth and success.Key ResponsibilitiesDevelop and maintain medium and long-term strategic planning models to inform business decisions.Conduct thorough financial...


  • Ipswich, United Kingdom Opus People Solutions Full time

    A fantastic opportunity has arisen for a financial services administrator to join a UK leading client in the outer Ipswich area. Our client is seeking a highly organized and detail-oriented Financial Administrator, ideally with some background in financial services. **Duties**: - Process financial transactions, including accounts payable and receivable,...


  • Ipswich, Suffolk, United Kingdom Pure Resourcing Solutions Full time

    Job DescriptionPure Resourcing Solutions is seeking a highly skilled and dedicated individual to join their team as a Financial Services Administrator, specializing in the administration of Self-Invested Personal Pensions (SIPPs).Key Responsibilities:Day-to-Day SIPP Administration: Handle the processing of contributions, transfers, and withdrawals, ensuring...


  • Ipswich, Suffolk, United Kingdom Pure Resourcing Solutions Full time

    Job DescriptionPure Resourcing Solutions is seeking a highly skilled and dedicated individual to join their team as a Financial Services Administrator, specializing in the administration of Self-Invested Personal Pensions (SIPPs).Key Responsibilities:Day-to-Day SIPP Administration: Handle the processing of contributions, transfers, and withdrawals, ensuring...


  • Ipswich, United Kingdom Service Service Employment Agency Limited Full time

    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...


  • Ipswich, United Kingdom Service Service Employment Agency Limited Full time

    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...


  • Ipswich, United Kingdom Time Appointments Full time

    Our client, a leading financial services company based in Ipswich, are recruiting for an Administrator to join their team. Our client provides fantastic promotional opportunities and benefits which include additional qualifications, and a great supporting work culture and environment.Skills & Experience Required: * Strong administration or customer service...


  • Ipswich, United Kingdom TIME Appointments Ltd Full time

    Our client, a leading financial services company based in Ipswich, are recruiting for an Administrator to join their team. Our client provides fantastic promotional opportunities and benefits which include additional qualifications, and a great supporting work culture and environment. Skills & Experience Required: Strong administration or customer service...