Wealth Planning Admin Specialist

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

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.