Financial Services Administrator
  • England,East of England,Suffolk,Ipswich
  • Full Time, Permanent
  • £25,000 - £30,000 per annum
Job Description:
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
Job number 3634538

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Company Details:
TIME Appointments Ltd
Company size: 10–19 employees
Industry: Recruitment Consultancy
Time Appointments are a leading recruitment agency offering a consultative approach working with a host of businesses in the East of England, covering...
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