Financial Services Administrat...

Time Appointments; Bury St Edmunds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading accountancy firm in Bury St Edmunds is looking for an experienced Financial Services Administrator. You will play a pivotal role in managing client communications and administrative tasks, ensuring the highest standards of service. The ideal candidate will have at least 3 years of experience in a financial administrative role and strong Microsoft Office skills.

Qualifications

• Minimum of 3 years experience in an administrative or support role within Financial Services.
• Experience in IFA/Wealth Management preferred.
• Excellent computer skills, especially with Microsoft Office.

Responsibilities

• Input accurate information on the system and provider websites.
• Handle all client communications promptly.
• Attend client meetings and manage own workload.

Skills

Attention to detail

Time management

Communication

Microsoft Office

Job description

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Financial Services Administrator, Bury St Edmunds

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Client:

Time Appointments

Location:

Bury St Edmunds, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

0b7af58cecf0

Job Views:

23

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

Are you an administrative superstar?

If you’re a motivated, enthusiastic, and professional administrator looking for a new challenge, this role is for you…

Time Appointments is working with a leading accountancy firm with offices across East Anglia. The firm is seeking an experienced Financial Services Administrator to join their team.

Key Duties:

• Input accurate, up-to-date information on the system internally and externally on provider websites.
• Ensure all administrative work is carried out to the highest standards and in line with company policies.
• Handle all client communications promptly, including emails, meetings, and calls.
• Attend client meetings.
• Travel to other offices when required.
• Manage own workload and report to your Supervisor.

Previous Skills & Experience:

• Minimum of 3 years experience in an administrative or support role within Financial Services.
• Experience in IFA/Wealth Management.
• Ability to manage time effectively and meet deadlines.
• Strong attention to detail.
• Excellent computer skills, especially with Microsoft Office (Word, Excel, Outlook).