Financial Services Administrator

**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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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...

About the RoleThis Financial Planning Administrator position requires someone with strong administrative skills and experience working in the financial services industry. The successful candidate will be responsible for preparing and processing business for new and existing clients, providing administrative support for paraplanners and IFAs, and maintaining...

Financial Services Administrator PositionWe are seeking a skilled and dedicated Financial Services Administrator to join our team at Pure Resourcing Solutions Limited. This is a unique opportunity to work with a financial services company, handling the day-to-day administration of Self-Invested Personal Pensions (SIPPs).Key Responsibilities:Handle SIPP...

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...

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...

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...

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...

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...

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...