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Senior Financial Services Administrator
Job Posted: 10 days ago
Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: Ipswich, Suffolk
Expire in: 18 days
Job Description
Time Appointments are delighted to be working on behalf of our client, a highly regarded Financial Services firm, who are looking to recruit an experienced Senior Financial Services Administrator to join their professional and supportive team. This is an exciting opportunity for a driven individual to provide high-quality administrative support within a regulated environment, working closely with Advisers, clients, and third-party providers.
Key Responsibilities:
* Providing full administrative support to the Financial Services team, ensuring all deadlines are met.
* Preparing valuation reports and meeting documentation, offering comprehensive pre- and post-meeting support for Advisers.
* Drafting Suitability Reports and ensuring accurate completion of all necessary documentation.
* Liaising with clients, insurers, and providers, maintaining professional and timely communication at all times.
* Maintaining accurate client records and databases.
* Assisting with corporate administration including pension scheme submissions, auto-enrolment compliance, and group risk schemes (where applicable).
* Ensuring full compliance with FCA rules and company procedures.
Skills & experience Required:
* Previous experience as a Financial Services Administrator, ideally with at least 12 months’ technical administration experience supporting Financial Advisers.
* Knowledge across pensions, investments, and protection. Exposure to tax and trusts would be highly advantageous.
* Excellent IT skills, with proficiency in Microsoft Office (Word, Excel, Outlook).
* Strong organisational and planning skills, with excellent attention to detail.
* A professional, flexible, and proactive approach to work.
* Strong communication skills, with the ability to explain complex information clearly and concisely to clients.
* A committed team player, able to work collaboratively while also using initiative when required.
What’s on Offer?
* A competitive salary package (DOE)
* Relevant exam support and study leave
* A supportive and friendly working environment
* Genuine opportunities for career progression within Financial Services
* 25 days holiday + bh (increasing with length of service)
* 6% employer pension contribution
* Group life cover 3x salary
* Group income protection scheme
* Private medical insurance
* Sick payBefore You Apply
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