Financial Services Administrator

1 day ago


Ipswich, Suffolk, United Kingdom Spider Full time

Administrative Support for Financial Services

Support 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 advisers with documentation.

A collaborative culture fosters exceptional client service. The ideal candidate will possess efficiency, accuracy, and prioritisation skills in a busy office environment.

A positive attitude and interest in building a career in financial services are essential. The role requires experience in a similar position or the financial services sector.

Key Responsibilities:

  • Communicating with providers and clients
  • Drafting and checking correspondence
  • Assisting advisers with documentation
  • Maintaining client records on Xplan

The role offers a full-time, permanent position with a competitive salary starting at £25,000 and potential for growth based on experience and competence.



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

    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...


  • Ipswich, Suffolk, United Kingdom Pure Resourcing Solutions Limited Full time

    We are seeking a skilled and dedicated individual to join our team as a Financial Services Administrator focusing on Self-Invested Personal Pensions (SIPPs). This is a 12-month fixed-term contract based in Ipswich, offering hybrid working.Key Responsibilities:Handle the day-to-day administration of SIPPs, including processing contributions, transfers, and...


  • Ipswich, Suffolk, United Kingdom Pure Resourcing Solutions Limited Full time

    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...


  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About the Role:We're seeking a highly organized and detail-oriented Accounts Payable Administrator to join our team at Nucleus Financial Platforms. As an Accounts Payable Administrator, you'll play a crucial role in ensuring the smooth operation of our financial transactions, from processing invoices to reconciling accounts.Key Responsibilities:Process and...


  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About the Role:We're seeking a highly organized and detail-oriented Accounts Payable Administrator to join our team at Nucleus Financial Platforms. As an Accounts Payable Administrator, you'll play a crucial role in ensuring the smooth operation of our financial transactions, from processing invoices to reconciling accounts.Key Responsibilities:Process and...


  • Ipswich, Suffolk, United Kingdom Pure Resourcing Solutions Limited Full time

    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...


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

    We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Time Appointments Ltd.The successful candidate will provide administrative support to our financial planners, wealth planners, and technical support team, ensuring the smooth operation of our financial services.Key Responsibilities:Manage routine administrative...


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

    We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Time Appointments Ltd.The successful candidate will provide administrative support to our financial planners, wealth planners, and technical support team, ensuring the smooth operation of our financial services.Key Responsibilities:Manage routine administrative...


  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About the Role:We are seeking an experienced Accounts Payable Administrator to join our team at Nucleus Financial Platforms. As an Accounts Payable Administrator, you will be responsible for reviewing and completing a range of Accounts Payable routine processes, ensuring they are completed on a daily basis.Key Responsibilities:Undertake daily corporate...

  • Financial Planner

    4 weeks ago


    Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning offers an exceptional opportunity for experienced professionals to thrive in a dynamic environment.As a leading financial services business, we provide a robust network of advisors across the UK, offering both...

  • Financial Planner

    4 weeks ago


    Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning offers an exceptional opportunity for experienced professionals to thrive in a dynamic environment.As a leading financial services business, we provide a robust network of advisors across the UK, offering both...


  • Ipswich, Suffolk, United Kingdom Coast Specialist Recruitment Full time

    We are seeking two highly organized and motivated individuals to join our team as Financial Administrators in Colchester and Ipswich.This is an exciting opportunity for a responsible and self-motivated candidate to develop their career in a fast-growing financial advice firm. As a Financial Administrator, you will provide support to financial advisers and...


  • Ipswich, Suffolk, United Kingdom Coast Specialist Recruitment Full time

    We are seeking two highly organized and motivated individuals to join our team as Financial Administrators in Colchester and Ipswich.This is an exciting opportunity for a responsible and self-motivated candidate to develop their career in a fast-growing financial advice firm. As a Financial Administrator, you will provide support to financial advisers and...


  • Ipswich, Suffolk, United Kingdom Coast Specialist Recruitment Full time

    We are seeking highly motivated and organized individuals to join our client's team as Financial Administrators in Colchester and Ipswich areas.This is an exciting opportunity for a responsible and self-motivated candidate to develop their career in a fast-growing financial advice firm. The successful applicant will provide support to financial advisers and...


  • Ipswich, Suffolk, United Kingdom Coast Specialist Recruitment Full time

    We are seeking highly motivated and organized individuals to join our client's team as Financial Administrators in Colchester and Ipswich areas.This is an exciting opportunity for a responsible and self-motivated candidate to develop their career in a fast-growing financial advice firm. The successful applicant will provide support to financial advisers and...


  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About the Role:We are seeking an experienced Accounts Payable Administrator to join our team at Nucleus Financial Platforms. As an Accounts Payable Administrator, you will be responsible for reviewing and completing a range of Accounts Payable routine processes on a daily basis.Key Responsibilities:Undertake daily corporate payments, ensuring they are...


  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About the Role:We are seeking an experienced Accounts Payable Administrator to join our team at Nucleus Financial Platforms. As an Accounts Payable Administrator, you will be responsible for reviewing and completing a range of Accounts Payable routine processes on a daily basis.Key Responsibilities:Undertake daily corporate payments, ensuring they are...


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

    Financial Administrator Job DescriptionTime Appointments Ltd is seeking a highly organized and detail-oriented Financial Administrator to provide administrative support to our financial planners and wealth planners.Key Responsibilities:Perform routine administrative tasks such as filing, photocopying, and collating information.Assist with team administration...


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

    Financial Administrator Job DescriptionTime Appointments Ltd is seeking a highly organized and detail-oriented Financial Administrator to provide administrative support to our financial planners and wealth planners.Key Responsibilities:Perform routine administrative tasks such as filing, photocopying, and collating information.Assist with team administration...


  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About the Role:We are seeking an experienced Accounts Payable Administrator to join our team at Nucleus Financial Platforms. As an Accounts Payable Administrator, you will be responsible for reviewing and completing a range of Accounts Payable routine processes, ensuring they are completed on a daily basis.Key Responsibilities:Undertake daily corporate...