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Financial Services Administrator, Bury St Edmunds
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Client:
Time Appointments
Location:
Bury St Edmunds, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
0b7af58cecf0
Job Views:
23
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
Are you an administrative superstar?
If you’re a motivated, enthusiastic, and professional administrator looking for a new challenge, this role is for you…
Time Appointments is working with a leading accountancy firm with offices across East Anglia. The firm is seeking an experienced Financial Services Administrator to join their team.
Key Duties:
* Input accurate, up-to-date information on the system internally and externally on provider websites.
* Ensure all administrative work is carried out to the highest standards and in line with company policies.
* Handle all client communications promptly, including emails, meetings, and calls.
* Attend client meetings.
* Travel to other offices when required.
* Manage own workload and report to your Supervisor.
Previous Skills & Experience:
* Minimum of 3 years experience in an administrative or support role within Financial Services.
* Experience in IFA/Wealth Management.
* Ability to manage time effectively and meet deadlines.
* Strong attention to detail.
* Excellent computer skills, especially with Microsoft Office (Word, Excel, Outlook).
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