Financial Administrator

4 weeks ago


Colchester, Essex, United Kingdom Coast Specialist Recruitment Full time

We are seeking two highly organized and motivated individuals to join our client's team as Financial Administrators in their Colchester and Ipswich offices.

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 applicants will provide support to financial advisers and have the opportunity to progress towards paraplanning.

Key Responsibilities:

  • Process new business and submit to Business quality, utilizing external and internal systems
  • Gather and correlate plan/policy information, produce valuations, and ensure a smooth and timely business process
  • Liaise with product providers and utilize their online systems to gather valuations
  • Maintain client records, process annual reviews, and new business processing using back-office systems
  • Develop a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
  • Provide general administration and client servicing support as needed

The roles offer a competitive basic salary of £30-£35k and supporting benefits, with a genuine opportunity to develop as an administrator.



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