Financial Services Administrator – Spider is advertising on behalf of a financial services firm who are looking for an experienced Administrator to join their busy team in Ipswich, Suffolk in this full-time, permanent position.

Why them

Known for their transparent, simplified advice, FCA regulation, and track record of satisfied clients, this well-established firm services a broad range of financial services to their clients, who range from Individuals to trustees and small businesses.  

Fantastic company package include:

• Salary: Competitive salary ranging from £25,000 - £30,000 per annum based on skills and experience
• Holiday: 20 days plus bank holidays / annual shutdown between Christmas and New Year.
• Working hours 35 per week – Monday to Friday 9am – 5pm

About the role:

As a Financial Services Administrator you will be an enthusiastic individual who is highly organised with good attention to detail and the ability to multi-task in a busy environment.  This is a varied role that would suit someone with high level administrative skills working for a customer focused business. 

Responsibilities:

• Supporting the adviser administratively.  This can involve but is not limited to, research, calculations, collating data, arranging meetings and corresponding with clients.
• Communicate with providers and clients as required.
• Assisting advisers by preparing documentation such as letters of authority, illustrations, application forms and annual reports.
• Processing client requests such as withdrawals, regular contributions or adhoc investment management requirements.
• Confident IT skills including use of online and internal client management systems, training will be given to support this.

About You:

Experience of working in financial services/financial advisers would be beneficial but not essential. The role is administrative but with a technical element in relation to the involvement of investment and financial terms and procedures. Efficiency and an accurate approach to your work are essential.

If you have the relevant skills and experience for this Financial Services Administrator role and would like to be considered, please apply by forwarding an up-to-date CV as soon as possible. We look forward to hearing from you.

If you require any reasonable adjustments such as access or information in an alternative format, please inform us soon as you are able so that we can make the appropriate adjustments.

Please check your email inbox and spam / junk mail folder for any email correspondence for this role.

Additional keywords: Administrator, Financial Services, Admin, Finance Support, Financial Admin Officer, Coordinator, FCA, Financial Administration

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