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Financial services administrat...

Bury St Edmunds
Time Appointments
Service
Posted: 21 August
Offer description

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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:

6


Posted:

19.08.2025


Expiry Date:

03.10.2025

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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 opportunity is for you.

Time Appointments is working with a leading accountancy firm with offices across East Anglia. They are seeking an experienced Financial Services Administrator to join their team.

Key Duties:

* Input accurate, up-to-date information into internal systems and provider websites.
* Ensure all administrative work meets high standards and company policies.
* Promptly handle all client communications, including emails, meetings, and calls.
* Attend client meetings as required.
* Travel to other offices when necessary.
* Manage own workload and report to your Supervisor.

Previous Skills & Experience:

* At least 3 years of 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 in Microsoft Office (Word, Excel, Outlook).
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