Financial Administrator

TIME Appointments Ltd; Ipswich; On-site; GBP 25,000 - 35,000; Full time

Job summary

A prestigious recruitment company based in Ipswich is seeking a Financial Administrator to support financial planners and ensure compliance. Responsibilities include routine administrative tasks, liaising with product providers, and maintaining client records. The ideal candidate will have strong administrative experience, good communication skills, and proficiency in Microsoft Office. This is a great opportunity for growth and development in a reputable company.

Qualifications

• A good standard of education including English and Maths is required.
• Strong administrative experience is essential.
• Prior experience in Financial Services is desirable.

Responsibilities

• Provide routine administrative tasks and support for financial planners.
• Liaise with product providers for necessary client information.
• Maintain accurate client records electronically.

Skills

Administrative experience

Good communication skills

Organizational skills

Attention to detail

Education

Good standard of education, including English and Maths

Tools

Microsoft Office

Job description

Overview

We 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.

Responsibilities

• Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails.
• Team administration and compliance regarding client service issues.
• Liaise with ‘product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business.
• Open wealth planning post and action immediately.
• Prepare letters of authority and letters appointment as requested by Wealth Planning team members.
• Filing – maintain up to date and accurate client records electronically.
• Obtain product research, information and new business illustrations as requested by Wealth Planning team members.
• Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications.
• Liaise with providers regarding commission and fee payments.

Qualifications

• Good standard of education, including English and Maths.
• Prior experience working with Financial Services is desirable.
• Strong administrative experience.
• Good working knowledge of Microsoft Office.
• A keen interest in Financial Planning or Financial Services is advantageous but not essential.

If you like the idea of working for a reputable company, who will support your growth and development – this could be the perfect role for you.