Financial Services Administrator

Posted 17/05/2024 by Time Appointments

Location:
Ipswich, Suffolk
Salary/Rate:
£24,000 - £27,000/annum

Are you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If so, this is the role for you!


Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a Financial Services Administrator to join their fantastic team! As an Administrator, you will be responsible for the administration of the Firm’s Multi-Manager and Portfolio Management Services.

This is a fantastic opportunity to learn about the current market, financial services, and gain experience within a reputable company.

Key Responsibilities:

  • Onboarding of new clients, ensuring accounts are set up correctly
  • Assisting colleagues with various admin tasks
  • Answering phone calls
  • Support the Administration team with the creation and maintenance of data for all new and existing pension clients
  • Support the Administration team with the transfer in and out of accounts in a timely manner.
  • Responding to pension-related queries in a timely manner
  • Providing support to Wealth Planning and Investment Managers as necessary

Skills & Experience Required:

  • Good standard of education, especially English and Maths
  • Previous administration experience ideally from within a Financial Services environment
  • Ability to work as part of the team and with other colleagues
  • Ability to work under pressure/prioritise workloads
  • Aware of the need to adhere to procedures and minimise errors
Type:
Permanent
Contract Length:
N/A
Job Reference:
V/12748
Job ID:
221677316
Applications:
Less than 10

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