Financial Services Administrator
CV-LibraryIpswich, SuffolkpermanentPosted: 26 March 2026
Apply NowA leading Independent Financial Advisors are currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm’s Financial Consultants.
Duties & responsibilities Include:
* Processing premium payments
* Answering the telephone, note and message taking, dealing with enquiries
* Creating new files.
* Maintaining accurate client and policy records through client management systems and associated IT solutions
* Liaising with third parties to obtain client valuations.
* Preparing illustrations for products, ready for advice team to present at client meetings.
* With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer
* Liaising with product providers and head office to maintain up to date product knowledge.
* Ensuring that all compliance procedures are adhered to
Skills & Experience Required:
* Must have experience working in an IFA firm or Wealth Management experience
* Driven, with a ‘can-do’ attitude
* A high degree of accuracy and attention to deal
* Excellent organisational and planning skills with the ability to prioritise workloads
* Strong IT skills, including the use of MS Word, Excel & Outlook
* GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent)
Benefits Include (subject to eligibility):
* Health & wellbeing programme
* Company events
* Additional leave
* Company pension
* Enhanced maternity and paternity leave
* Cycle to work scheme
* Life insurance
* Paid volunteer time
* Referral programme
* Hybrid working upon successful completion of a probationary period
The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm’s Financial Consultants.
Duties & responsibilities Include:
* Processing premium payments
* Answering the telephone, note and message taking, dealing with enquiries
* Creating new files.
* Maintaining accurate client and policy records through client management systems and associated IT solutions
* Liaising with third parties to obtain client valuations.
* Preparing illustrations for products, ready for advice team to present at client meetings.
* With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer
* Liaising with product providers and head office to maintain up to date product knowledge.
* Ensuring that all compliance procedures are adhered to
Skills & Experience Required:
* Must have experience working in an IFA firm or Wealth Management experience
* Driven, with a ‘can-do’ attitude
* A high degree of accuracy and attention to deal
* Excellent organisational and planning skills with the ability to prioritise workloads
* Strong IT skills, including the use of MS Word, Excel & Outlook
* GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent)
Benefits Include (subject to eligibility):
* Health & wellbeing programme
* Company events
* Additional leave
* Company pension
* Enhanced maternity and paternity leave
* Cycle to work scheme
* Life insurance
* Paid volunteer time
* Referral programme
* Hybrid working upon successful completion of a probationary period