Financial Administrator

3 weeks ago


Colchester, Essex, United Kingdom Coast Specialist Recruitment Full time

We are seeking two highly organized and self-motivated individuals to join our team as Financial Administrators in Colchester and Ipswich.

As a Financial Administrator, you will provide administrative support to our financial advisers and have the opportunity to develop a longer-term career in a fast-growing financial advice firm.

Key responsibilities will include:

  • Processing new business and submitting to Business quality, utilizing external and internal systems
  • Gathering and correlating plan/policy information, producing valuations, and ensuring a smooth and timely business process
  • Liaising with product providers and utilizing their online systems to gather valuations
  • Maintaining client records, processing annual reviews, and new business processing using our back-office system
  • Developing a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products

Our client offers a supportive environment and opportunities for professional growth and development. If you are a responsible, well-organized individual with good IT skills and a passion for financial services, we encourage you to apply.



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