Financial Services Administrat...
11 hours ago
A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients. The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm’s Financial Consultants. Key Duties & Responsibilities Include: Processing premium payments Answering the telephone, note and message taking, dealing with enquiries Creating new files. Maintaining accurate client and policy records through client management systems and associated IT solutions Liaising with third parties to obtain client valuations. Preparing illustrations for products, ready for advice team to present at client meetings. With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer Liaising with product providers and head office to maintain up to date product knowledge. Ensuring that all compliance procedures are adhered to Skills & Experience Required: 2 years minimum IFA Administration experience Driven, with a ‘can-do’ attitude A high degree of accuracy and attention to deal Excellent organisational and planning skills with the ability to prioritise workloads Strong IT skills, including the use of MS Word, Excel & Outlook GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent) Benefits Include (subject to eligibility): Health & wellbeing programme Company events Additional leave Company pension Enhanced maternity and paternity leave Cycle to work scheme Life insurance Paid volunteer time Referral programme Hybrid working upon successful completion of a probationary period
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Financial Administrator
10 hours ago
Ipswich, United Kingdom Perspective Financial Group Ltd Full timeOverviewWe have a vacancy for a Financial Administrator to join our busy Ipswich Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising...
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Administrator
1 week ago
Ipswich, United Kingdom Brook Street Full timeDo you have **IT skills**? Maybe you have **previously worked with databases** or **supported queries**. If so then this job might be for you. Our **Public sector** client based in **Ipswich** is seeking an experienced **Case Administrater** on a **full - time temporary basis** to join their team. About **You** If you have **experience** as an...
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Financial Services Administrator
1 week ago
Ipswich, United Kingdom Opus People Solutions Full timeOpus People Solutions are seeking an Administration Support role to join an award-winning team based in Ipswich on a full time, permanent basis. The company is a UK leading business with now over 5 locations, over 100 staff members and many awards under their belt, they are leading the way in their industry and have a great work culture which shows in their...
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Senior Financial Services Administrator
4 days ago
Ipswich, United Kingdom TIME Appointments Ltd Full timeTime Appointments are proud to be working on behalf of one of Ipswich’s leading independent financial advisors. They are currently looking to bring in an experienced individual from an IFA to progress their career and develop their skills. Our client is after an individual who they can provide further training for and put through additional qualifications...
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Financial Services Administrator
4 days ago
Ipswich, United Kingdom TIME Appointments Ltd Full timeTime Appointments are pleased to be working on behalf of a financial services provider who is looking to recruit an Office Administrator to join their busy team in their Ipswich Office. You will be responsible for covering a variety of tasks, providing technical support to the brokers, and be able to switch between tasks effortlessly depending on priorities...
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Assistant Financial Services Officer
4 days ago
Ipswich, United Kingdom Opus People Solutions Full timeMain Duties: - Responsible for managing, maintaining and developing the main Finance System - covering P2P, General Ledger, Income and debt collection and Budget forecasting - Provide higher level general and specialist technical support on a range of activities to the Finance ODT and to other ODT’s. - Ensure all activities and processes supporting this...
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Markting Manager
2 weeks ago
Ipswich, Suffolk, United Kingdom Try Financial Full time £30,000 - £60,000 per yearCompany DescriptionTry Financial is dedicated to providing tailored financial solutions across residential mortgages, secured loans, buy-to-let mortgages, insurance products, and commercial finance. We prioritize trust and excellence, delivering outcomes that our clients confidently recommend to family, friends, and colleagues. Our commitment to quality is...
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Customer Service Representative in Financial
2 weeks ago
Ipswich, United Kingdom Killik & Co Full timeKillik & Co is an award-winning, independent, investment house, helping our clients to save, plan and invest. Founded in 1989, Killik & Co is one of the few remaining independent Partnerships, providing a modern approach, whilst retaining the sensibilities of a traditional and personal advisory service to help our clients achieve financial peace of mind. We...
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Customer Service Representative in Financial
2 weeks ago
Ipswich, United Kingdom Killik & Co Full timeKillik & Co is an award-winning, independent, investment house, helping our clients to save, plan and invest. Founded in 1989, Killik & Co is one of the few remaining independent Partnerships, providing a modern approach, whilst retaining the sensibilities of a traditional and personal advisory service to help our clients achieve financial peace of mind. We...
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Financial Administrator
10 hours ago
Ipswich, United Kingdom TIME Appointments Ltd Full timeOverviewWe are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich.The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team.ResponsibilitiesRoutine administrative tasks such as filing, photocopying, collating...