Financial Administrator
2 months ago
Time Appointments are working with a highly successful IFA firm based in Ipswich who have an exciting opportunity for a skilled IFA Administrator to join their business.
The role requires you to have recent experience of working within an IFA or similar environment where you are currently providing support to senior financial management.
**Key Responsibilities**:
- Administration of pensions, property purchases, rentals and sales, insurance company bonds, general investment accounts and ISA's
- Assist the financial planners with pre meetings / pre-contract preparation including research into clients existing arrangements
- Provide support with the development and maintenance of the standard operating systems of the firm including general day to day office administration.
- Previous experience within an IFA practice is preferred but not essential
- Experience of multiple sector specific online platforms and back office systems
- IT literate, polite, confident, and proud of your work, with outstanding communication and interpretation skills via computer and telephone
- Excellent analytical skills with a preference for working in a structured manner
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Financial Services Administrator
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Financial Advisor
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Financial Administrator
4 days ago
Ipswich, United Kingdom Time Appointments Full timeTime Appointments are working with a highly successful IFA firm based in Ipswich who have an exciting opportunity for a skilled IFA Administrator to join their business. The role requires you to have recent experience of working within an IFA or similar environment where you are currently providing support to senior financial management. **Key...
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Financial Services Administrator
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Financial Services Administrator
4 weeks ago
Ipswich, United Kingdom Time Appointments Full timeAre 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? If so, this is the role for you!Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
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Financial Services Administrator
4 weeks ago
Ipswich, United Kingdom TIME Appointments Ltd Full timeAre 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? If so, this is the role for you! Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
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Administrative Assistant
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Financial Services Administrator
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Financial Services Administrator
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Financial Services Administrator
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Ipswich, United Kingdom Just Recruitment Group Ltd Full timeJust Recruitment is working with a financial services organisation based in Ipswich - they are looking to add an Administrator with financial services experience to their long standing team. The key purpose of the role is to support the Financial Advisors with all admin based duties within a busy and well regarded organisation. Duties include: Preparation of...
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Financial Services Administrator
2 weeks ago
Ipswich, United Kingdom Time Appointments Full timeAre 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? If so, this is the role for you!Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
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Ipswich, Suffolk, United Kingdom Idex Full timeAn 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:Handle all incoming calls/emails in a professional and efficient mannerManage all customer queries efficiently...
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Administrative Assistant
1 day ago
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...
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Financial Services Administrator
2 weeks ago
Ipswich, United Kingdom TIME Appointments Ltd Full timeTime Appointments are pleased to be working on behalf of a financial services provider who is looking to recruit an Office Administrator to join their busy team in their Ipswich Office. You will be responsible for covering a variety of tasks, providing technical support to the brokers, and be able to switch between tasks effortlessly depending on priorities...
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Administrative Assistant
1 day ago
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 information...
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Financial Services Administrator
2 weeks ago
Ipswich, Suffolk, United Kingdom Time Appointments Full timeAre 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? If so, this is the role for you! Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
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Financial Services Administrator
2 weeks ago
Ipswich, Suffolk, United Kingdom Time Appointments Full timeAre 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? If so, this is the role for you! Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...