Financial Services Administrator

2 weeks 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.



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