Financial Administrator Specialist

9 hours ago


Ipswich, Suffolk, United Kingdom ZipRecruiter Full time

At ZipRecruiter, we are looking for a talented Financial Administrator Specialist to join our team in Ipswich. As a key member of our financial services department, you will play a crucial role in ensuring the smooth operation of our business.

The ideal candidate will have a strong background in financial administration, with experience supporting financial advisers in a technical capacity. You will be responsible for providing administrative support to our financial services team, ensuring deadlines are met and records are maintained accurately.

This is an excellent opportunity for someone who is passionate about finance and wants to develop their skills in a fast-paced environment. If you have a keen eye for detail and excellent communication skills, we would love to hear from you.

About the Role:

  • Providing administrative support to the Financial Services team to ensure deadlines are met.
  • Create and maintain records and databases with client, financial and other data.
  • Communicate with clients and insurance companies via telephone, email and post.
  • Ensure that any client complaints are referred immediately to the Managing Director and Training and Compliance Officer.
  • Managing renewal and ongoing maintenance of Group Risk Schemes.
  • Proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a minimum of 12 months.
  • Knowledge across investments, pensions and protection/life cover with any tax or trust exposure a significant bonus.

Benefits:

  • 25 days holiday + bank holidays.
  • Pension contribution.
  • Private medical insurance.

We estimate the salary for this role to be around £25,000 - £30,000 per annum, depending on experience.



  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About the RoleWe are seeking an experienced Financial Administrator to join our team on a 12-month fixed-term contract. In this role, you will be responsible for reviewing and completing a range of Accounts Payable routine processes.You will spend your time undertaking daily corporate payments, ensuring they are completed within the deadline and according to...


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

    About the RoleAs a Financial Planning Specialist at Quilter Financial Planning, you will have the opportunity to work with experienced financial advisors who are looking to develop and grow in their careers.This is an excellent opportunity for individuals who want to leverage their skills and experience to achieve success in a supported role.


  • Ipswich, Suffolk, United Kingdom Opus People Solutions Full time

    Financial Services Support SpecialistAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Services Administrator to provide administrative support to our independent financial advisor firm in Ipswich.Main Responsibilities:Ensure compliance with all relevant regulations, including the Financial Conduct Authority (FCA) requirements...


  • Ipswich, Suffolk, United Kingdom enable Recruitment Full time

    We are thrilled to have partnered with a well-established independent financial advice firm who are actively looking to expand their support team. If you are a detail-oriented professional with a passion for financial planning and client service, we'd love to hear from you.Prepare and process business for new and existing clients by maintaining accurate...


  • 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 OPRA GROUP Full time

    The OPRA Group is seeking a highly skilled Financial Administrator to join our team in Ipswich. This 9-month fixed-term contract offers an exciting opportunity for administrative professionals to grow their careers.As a key member of our financial services team, you will be responsible for processing pension-related actions, including trades, transfers, and...


  • Ipswich, Suffolk, United Kingdom Opus Perm Full time

    Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Opus Perm. This role offers an exciting opportunity to develop your skills and knowledge in finance and administration.Key Responsibilities:Maintain accurate records of vehicles for the Finance Group.Support the Fleet Services Team...


  • Ipswich, Suffolk, United Kingdom Opus People Solutions Full time

    Senior Administrator - Financial ServicesJob SummaryOpus People Solutions seeks an exceptional Senior Financial Services Administrator to join our dynamic team, providing administrative support to our independent financial advisor firm in Ipswich. This role offers an exciting opportunity to develop your skills and contribute to our success.


  • Ipswich, Suffolk, United Kingdom Opus People Solutions Full time

    Administrator for Financial Services OperationsAbout the PositionJoin Opus People Solutions as an Administrator for Financial Services Operations and take on a challenging yet rewarding role within our dynamic team. As a key member, you will provide essential administrative support to our independent financial advisor firm in Ipswich.Main...


  • Ipswich, Suffolk, United Kingdom IDEX Consulting Full time

    Job Title: Financial Planning AdministratorThis is an exciting opportunity to join IDEX Consulting as a Financial Planning Administrator in Ipswich. As a key member of the team, you will be responsible for handling incoming calls and emails, managing customer queries, recording annual review dates, planning review meetings, and more.We are looking for a...


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

    Time Appointments Ltd is seeking an experienced Senior IFA Financial Administrator to join their team in Ipswich. As a key member of the Financial Services team, you will provide administrative support and ensure deadlines are met.Responsibilities:Supporting Advisers with meeting preparation and follow-up tasks.Preparing and maintaining accurate records and...


  • Ipswich, Suffolk, United Kingdom Opus Perm Full time

    Job DescriptionSophisticated financial management solutions require highly skilled professionals to implement and maintain them. We're seeking a Senior Finance Administrator to join our team in Ipswich, where you'll be responsible for:Main ResponsibilitiesMaintaining accurate lists of vehicles for all legal entities within the Finance Group, collaborating...


  • 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...


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

    Company OverviewWe are a reputable company based in Ipswich, seeking a skilled Senior Financial Administrator to join our Financial Services team.In this role, you will provide administrative support to ensure deadlines are met and provide comprehensive pre and post-meeting support for our Advisers.


  • Ipswich, Suffolk, United Kingdom IDEX Consulting Full time

    IDEX Consulting is seeking a skilled Financial Planning Administrator to join our growing team in Ipswich.We offer excellent support, training, and hybrid working arrangements, creating an ideal environment for career growth and development.About the Role:Client Communication: Respond to all incoming calls and emails with professionalism and...


  • Ipswich, Suffolk, United Kingdom Nucleus Financial Full time

    About Nucleus FinancialWe're seeking a highly skilled Senior Quality Assurance Specialist to drive customer-focused quality assurance services and promote excellent outcomes.This role is ideal for an individual passionate about delivering exceptional customer experiences and dedicated to quality excellence.The key responsibilities include:Providing regular...


  • Ipswich, Suffolk, United Kingdom Polkadotfrog Full time

    Accounting Support RoleWe are seeking a skilled and detail-oriented Temporary Accounts Administrator to provide financial support to our dynamic finance team at Polkadotfrog.This temporary placement offers an excellent opportunity to work with accounting software, develop your skills, and gain valuable networking experience.Your Key Responsibilities:Manage...


  • Ipswich, Suffolk, United Kingdom Spider Full time

    IFA Administrator / Technical Support Administrator - Spider role is an exciting opportunity to support a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich, Suffolk.This organisation provides advice to individuals, small businesses, and trustees on a broad range of financial services including financial...


  • Ipswich, Suffolk, United Kingdom NHS Full time

    About the RoleWe are looking for a skilled Administrative Support Specialist to join our team as a Medical Secretary. In this role, you will be responsible for providing comprehensive administrative support to our General Surgery department, including managing patient records, coordinating appointments, and maintaining accurate databases.The ideal candidate...


  • Ipswich, Suffolk, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Specialist to lead our finance team in Ipswich, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and...