Financial Services Team Lead

3 weeks ago


Ipswich, Suffolk, United Kingdom Opus People Solutions Full time

Job Description

We are looking for a skilled Financial Services Administrator to provide administrative support to our financial advisors in Ipswich.

  • Compliance: Ensure adherence to Compliance and Training and Competence Procedures, Financial Services and Markets Act 2000, and FCA Principles & Regulations.
  • Administrative Support: Provide timely assistance to the Financial Services team, meeting deadlines and ensuring smooth operations.
  • Data Management: Create and maintain accurate records and databases, including client and financial information.
  • Risk Scheme Management: Manage renewal and ongoing maintenance of Group Risk Schemes, ensuring optimal results.

About You

To excel in this role, you will need:

  • Proven experience as a Financial Services Administrator, preferably with technical administration exposure for at least 12 months.
  • Strong understanding of compliance regulations and procedures.
  • Excellent organizational and time management skills.
  • Able to work accurately and efficiently in a fast-paced environment.

What We Offer

This is an exciting opportunity to join our dynamic team, offering a competitive salary range of £28,000 - £35,000 per annum, plus benefits.



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

    At Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. The role offers a unique opportunity for a professional to work on both an employed and self-employed basis.The estimated salary for this position is £40,000 - £60,000 per annum, depending on experience. As a leading financial services business, we operate a...


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

    Job Title: Financial AdvisorAbout the RoleThe opportunity to work with Quilter Financial Planning offers an exceptional platform for experienced Financial Advisors to grow and succeed.This is a chance to join a leading financial services business that provides a robust support system, enabling advisors to focus on delivering exceptional client experiences...


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

    The role of a Financial Advisor at Quilter Financial Planning involves working with clients to ensure they make informed and profitable financial decisions that meet their goals.The ideal candidate will have proven experience in financial planning, be able to analyze financial information, and stay up-to-date with regulations and industry practices....


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

    About YouTo be successful as a Independent Financial Services Advisor, you will need to have proven experience as a financial planner, with a strong understanding of investment and pension business.You should be able to analyse financial information and comply with regulations, with proficiency in MS Office and CRM systems. Strong attention to detail, math...

  • Financial Planner

    3 weeks ago


    Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    Job OverviewThis is an exceptional opportunity for a skilled Financial Advisor to join Quilter Financial Planning, a leading financial services business. The role offers a fantastic chance to develop and grow in a supportive environment.The ideal candidate will have proven experience as a financial planner, with excellent analytical skills, attention to...


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

    About the RoleWe are seeking an experienced Financial Advisor to work on both employed and self-employed basis at Quilter Financial Planning. This is an excellent opportunity for individuals looking to develop and grow their career in financial services.The role will involve providing clients with expert financial advice and support, generating new business,...


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

    We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a critical role in helping clients achieve their financial objectives.The ideal candidate will have a proven track record in financial planning, excellent analytical skills, and the ability to communicate complex financial...


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

    About the OpportunityWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is a fantastic opportunity for individuals looking to develop and grow their career in financial services.The role will involve working on both employed and self-employed basis, providing clients with expert financial advice and support....


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

    About the RoleThis is an exciting opportunity for a seasoned Financial Advisor to join our team at Quilter Financial Planning. Your main goal will be to ensure clients make wise and profitable decisions to meet their financial goals. You will prepare sound financial plans, advise clients on current financial issues, and generate new business by building...


  • Ipswich, Suffolk, United Kingdom Opus Perm Full time

    Opus People Solutions is seeking a highly skilled Financial Services Team Coordinator to join their team in Ipswich. As a Senior Financial Services Administrator, you will be responsible for providing expert administrative support to our financial advisor firm.Key Responsibilities:Ensure compliance with regulatory requirements, including the Financial...

  • Care Team Lead

    2 weeks ago


    Ipswich, Suffolk, United Kingdom Hilton Community Services Ltd Full time

    Key ResponsibilitiesManage all activities, resources, people, and information associated with this particular area of business.Contribute to the management of financial resources, ensuring effective budgeting and financial planning.Develop and implement strategies to enhance service user outcomes, promoting independence and well-being.Lead and motivate a...


  • Ipswich, Suffolk, United Kingdom CV-Library Full time

    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 Controller

    3 weeks ago


    Ipswich, Suffolk, United Kingdom A Team Recruitment Ltd Full time

    Job Title: Financial ControllerWe are seeking a highly skilled and experienced Financial Controller to join our team at A Team Recruitment Ltd. As a key member of our staff, you will be responsible for managing all aspects of the company's financial transactions.Responsibilities:Manage all financial transactions including accounts payable, payroll, VAT, cash...

  • Financial Controller

    3 weeks ago


    Ipswich, Suffolk, United Kingdom A Team Recruitment Ltd Full time

    About the RoleWe are seeking an experienced Financial Controller to join our team at A Team Recruitment Ltd. As a key member of our recruitment agency, you will be responsible for managing all aspects of our client's financial transactions.The ideal candidate will have a strong background in finance and accounting principles, with experience working with...


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

    What We OfferWe provide a comprehensive benefits package, including attractive remuneration terms, market-focused training, and infrastructure to deliver a first-class service to clients. Our team operates across the UK, offering national coverage and many opportunities for Advisers to maximise their earning potential.A competitive salary of £60,000 -...

  • Service Team Lead

    3 weeks ago


    Ipswich, Suffolk, United Kingdom Rise Technical Recruitment Limited Full time

    Job Description: Service Team LeadAre you a results-driven Service Team Lead looking for a new challenge? We have an exciting opportunity for a motivated and experienced Service Manager to join our team.Key Responsibilities:Lead a high-performing team of technicians and engineers to deliver exceptional service to our customers.Develop and maintain strong...


  • Ipswich, Suffolk, United Kingdom TIME Appointments Ltd Full time

    A leading financial services firm is seeking a skilled Financial Services Coordinator to support their team. With offices in Ipswich and Colchester, this company prides itself on providing dedicated service to clients.The successful candidate will be responsible for providing efficient, compliant technical support to the firm's consultants. Key duties...


  • Ipswich, Suffolk, United Kingdom RGH-Global Ltd Full time

    About the Company">RGH-Global Ltd is a leading provider of flexible business loans to SMEs in the UK. With a strong focus on customer service and tailored loan solutions, we help businesses that may not qualify for traditional bank loans.">The Role">We're seeking an experienced Management Accountant to join our finance department and contribute to our...


  • Ipswich, Suffolk, United Kingdom A Team Recruitment Ltd Full time

    Job Title: Senior Financial ControllerWe are seeking a highly skilled Senior Financial Controller to join our client's team in Sudbury. As the sole accounts person, you will be responsible for handling all aspects of their accounts, including accounts payable, payroll, VAT, cash flow, stock takes, credit control, and more.About the RoleComplete monthly stock...


  • Ipswich, Suffolk, United Kingdom ProTalent Limited Full time

    We are looking for a highly skilled Accounting professional to join our Business Services team at Pro Talent. This is an excellent opportunity for someone who wants to advance their career and work with a leading firm of accountants. We offer a competitive salary of £45,000-£55,000, plus numerous benefits in a friendly working environment and extensive...