Financial Administrator

6 days ago


Ipswich, United Kingdom TIME Appointments Ltd Full time

Time Appointments are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich.

The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team.

Key Duties:

  • Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails.
  • Team administration and compliance regarding client service issues.
  • Liaise with 'product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business.
  • Open wealth planning post and action immediately.
  • Prepare letters of authority and letters appointment as requested by Wealth Planning team members.
  • Filing - maintain up to date and accurate client records electronically.
  • Obtain product research, information and new business illustrations as requested by Wealth Planning team members.
  • Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications.
  • Liaise with providers regarding commission and fee payments.

Previous Skills & Experience:

  • Good standard of education, including English and Maths.
  • Prior experience working with Financial Services is desirable.
  • Strong administrative experience.


  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About the RoleWe are seeking an experienced Financial Administrator to join our team on a 12-month fixed-term contract. In this role, you will be responsible for reviewing and completing a range of Accounts Payable routine processes.You will spend your time undertaking daily corporate payments, ensuring they are completed within the deadline and according to...


  • 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, United Kingdom CV-Library Full time

    The OPRA Group has a great opportunity for a Financial Administrator to join a Financial Services Team in the Ipswich area on a 9-Month Fixed Term Contract. Role Duties: * Representing the client in a professional manner * Processing Pension related actions for example trades, transfers, client or IFA requests * Liaise with other departments and...


  • Ipswich, United Kingdom OPRA GROUP Full time

    The OPRA Group has a great opportunity for a Financial Administrator to join a Financial Services Team in the Ipswich area on a 9-Month Fixed Term Contract. Role Duties: * Representing the client in a professional manner * Processing Pension related actions for example trades, transfers, client or IFA requests * Liaise with other departments and...


  • Ipswich, United Kingdom P&O Ferrymasters. Full time

    Financial Systems Administrator - Are you ready to advance your career with a global leader in logistics? If so, we are looking for a Financial Systems Administrator to join our team in Ipswich, Suffolk!Your role:As the Financial Systems Administrator, your focus will be on offering day-to-day support for our financial systems, acting as the primary problem...


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

    Are you a skilled Financial Advisor seeking a new challenge? Look no further!Quilter Financial Planning is a leading financial services business offering an exciting opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a member of our team, you will be part of a strong network of advisors based across the UK, working...


  • 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 OPRA GROUP Full time

    The OPRA Group is seeking a highly skilled Financial Administrator to join our team in Ipswich. This 9-month fixed-term contract offers an exciting opportunity for administrative professionals to grow their careers.As a key member of our financial services team, you will be responsible for processing pension-related actions, including trades, transfers, and...


  • Ipswich, United Kingdom CV-Library 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...


  • Ipswich, United Kingdom Nucleus Financial Full time

    About the role:We’re looking for an Accounts Payable Administrator to join our team on a 12 month fixed-term contract. As an Accounts Payable Administrator, you’ll review and complete a range of Accounts Payable routine processes and ensure these are completed on a daily basis.In this role you’ll spend your time: Undertaking daily corporate payments,...


  • Ipswich, United Kingdom CV-Library Full time

    Opus People Solutions are looking for a Senior Financial Services Administrator to competently provide administrative support to an independant financial advisor firm in Ipswich. Duties & Responsibilities : Comply at all times with the Compliance and Training and Competence Procedures. Comply at all times with the requirements of the Financial Services...


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

    We are seeking a skilled Financial Services Administrator to join our team at Pure Resourcing Solutions Limited. The ideal candidate will have previous experience in financial services administration, strong attention to detail, and excellent communication skills.The Financial Services Administrator will be responsible for handling the day-to-day...


  • Ipswich, United Kingdom Amber River (Emery (IFA) Ltd) Full time

    Amber River is a group of like-minded, values-driven people with a passion for financial planning. Amber River was created in 2019. Backed by a Board of investor directors, we are building a UK-wide independent financial planning presence through a ‘hub and spoke’ strategy. Amber River East Anglia Hub is made up of Emery (IFA) Ltd, Scrutton Bland...


  • Ipswich, Suffolk, United Kingdom IDEX Consulting Full time

    Job Title: Financial Planning AdministratorThis is an exciting opportunity to join IDEX Consulting as a Financial Planning Administrator in Ipswich. As a key member of the team, you will be responsible for handling incoming calls and emails, managing customer queries, recording annual review dates, planning review meetings, and more.We are looking for a...


  • Ipswich, United Kingdom Opus People Solutions Full time

    Opus People Solutions are looking for a Senior Financial Services Administrator to competently provide administrative support to an independant financial advisor firm in Ipswich. Duties & Responsibilities :Comply at all times with the Compliance and Training and Competence Procedures.Comply at all times with the requirements of the Financial Services and...


  • Ipswich, United Kingdom Idex Full time

    An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. **Your role will include but will not be limited to**: - Manage all customer queries efficiently with only those requiring advice being passed to the Financial...


  • Ipswich, United Kingdom Recruit UK Full time

    Job Title: Senior Financial Planning Administrator Industry: Financial Services Location: Ipswich Salary: Up to £35,000 Job Ref: 9395 Are you an experienced financial planning administrator looking to align yourself with an award-winning firm? Looking to join a company that recognises and rewards your hard work? Recruit UK is working with a Modern firm, who...


  • Ipswich, United Kingdom Cardinal Financial Planning and Wealth Management Full time

    **Company description** Financial Services Company. Looking to grow and recruit the right people for a flexible working environment. **Job description** General administrative duties, including preparation of reports and regular client contact via telephone. Booking appointments for advisers, where required, and following up with providers for policy...


  • ipswich, United Kingdom P&O Ferrymasters. Full time

    Financial Systems Administrator - Are you ready to advance your career with a global leader in logistics? If so, we are looking for a Financial Systems Administrator to join our team in Ipswich, Suffolk!Your role:As the Financial Systems Administrator, your focus will be on offering day-to-day support for our financial systems, acting as the primary problem...


  • Ipswich, Suffolk, United Kingdom Spider Full time

    Administrative Support for Financial ServicesSupport a well-established firm of Independent Financial Advisers and Financial Planners in Ipswich, Suffolk, providing advice to individuals, small businesses and trustees on financial services.Key responsibilities include drafting and checking correspondence, maintaining client records on Xplan, and assisting...