Financial Administrator Specialist
9 hours ago
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.
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