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Financial Services Administrator

4 months ago

Ipswich Suffolk, United Kingdom Time Appointments Full time

Are you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a Financial Services Administrator to join their fantastic team As an Administrator, you will be responsible for the administration of the Firm’s Multi-Manager and Portfolio Management Services.
This is a fantastic opportunity to learn about the current market, financial services, and gain experience within a reputable company.
Onboarding of new clients, ensuring accounts are set up correctly
Answering phone calls
Support the Administration team with the creation and maintenance of data for all new and existing pension clients
Support the Administration team with the transfer in and out of accounts in a timely manner.
Responding to pension-related queries in a timely manner
Providing support to Wealth Planning and Investment Managers as necessary
Good standard of education, especially English and Maths
Previous administration experience ideally from within a Financial Services environment