Administrative Professional for Financial Services

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...

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...

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...

Administrator for Financial Services OperationsAbout the PositionJoin Opus People Solutions as an Administrator for Financial Services Operations and take on a challenging yet rewarding role within our dynamic team. As a key member, you will provide essential administrative support to our independent financial advisor firm in Ipswich.Main...

Our client, a well-established IFA practice with offices in Norfolk and Suffolk, is seeking a highly skilled Financial Services Professional to provide hybrid support to their designated Team Leader. This role will be based in their attractive office in central Ipswich.Job OverviewThe purpose of the role is to deliver high-quality client advice and service...

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...

Senior Administrator - Financial ServicesJob SummaryOpus People Solutions seeks an exceptional Senior Financial Services Administrator to join our dynamic team, providing administrative support to our independent financial advisor firm in Ipswich. This role offers an exciting opportunity to develop your skills and contribute to our success.

Financial Services Professional Development ProgramWe invite applications for our Trainee Financial Advisor position, offering a comprehensive development program that equips individuals with the knowledge and skills required to succeed in the financial services industry.As a support administrator, you will work closely with experienced advisers, gaining...

Job Title: Bookkeeping and Administration ProfessionalLocation: Bury St Edmunds, Flexible Working Options AvailableHours: Part-Time (3 Days per Week)Salary: £28,000 - £38,000 per annumJob SummaryWe are seeking a highly organized and detail-oriented Bookkeeping and Administration Professional to join our team. In this role, you will be responsible...

IFA Administrator / Technical Support Administrator - Spider role is an exciting opportunity to support a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich, Suffolk.This organisation provides advice to individuals, small businesses, and trustees on a broad range of financial services including financial...

Financial Services Role in Ipswich:We are seeking a highly skilled and motivated individual to join our team as a Financial Planning Administrator. As a key player in our Ipswich office, you will play a vital role in supporting our customers and helping them achieve their financial goals.Your primary responsibilities will include handling customer inquiries,...

IDEX Consulting is seeking a skilled Financial Planning Administrator to join our growing team in Ipswich.We offer excellent support, training, and hybrid working arrangements, creating an ideal environment for career growth and development.About the Role:Client Communication: Respond to all incoming calls and emails with professionalism and...

We are thrilled to have partnered with a well-established independent financial advice firm who are actively looking to expand their support team. If you are a detail-oriented professional with a passion for financial planning and client service, we'd love to hear from you.Prepare and process business for new and existing clients by maintaining accurate...

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 Services Support SpecialistAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Services Administrator to provide administrative support to our independent financial advisor firm in Ipswich.Main Responsibilities:Ensure compliance with all relevant regulations, including the Financial Conduct Authority (FCA) requirements...

About the RoleWe are seeking a skilled Administrative Support Professional to join our team at Leading Lives, a dynamic and values-driven organization.As an Administrative Support Professional, you will be responsible for providing exceptional customer service, managing finances, creating rotas, and fostering effective communication with colleagues and...

Role Description:We are seeking a Senior Administrative Professional to join our finance team in Ipswich for a 12-month fixed term contract. As a key member of the team, you will work closely with senior leaders to drive process improvements and deliver exceptional results. We are looking for an individual who is passionate about finance and eager to take...

About the Position:We are seeking an experienced Financial Services Coordinator to join our team in Ipswich. This is a permanent opportunity with a negotiable salary, ideal for those looking to develop their skills in financial services and administration.Responsibilities:As a Financial Services Coordinator, you will be responsible for generating leads,...

Company OverviewWe are a reputable company based in Ipswich, seeking a skilled Senior Financial Administrator to join our Financial Services team.In this role, you will provide administrative support to ensure deadlines are met and provide comprehensive pre and post-meeting support for our Advisers.

Company OverviewWe are Blusource Professional Services Ltd, a leading accountancy firm in Ipswich. Our team is dedicated to providing exceptional services to our clients, and we are looking for a talented Assistant Accountant/Accountant to join us.Job DescriptionThe successful candidate will assist our experienced Accountants in preparing year-end accounts,...