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Senior financial services administrator

Ipswich
Financial services administrator
£25,000 - £35,000 a year
Posted: 4 September
Offer description

Time Appointments are delighted to be working on behalf of our client, a highly regarded Financial Services firm, who are looking to recruit an experienced Senior Financial Services Administrator to join their professional and supportive team. This is an exciting opportunity for a driven individual to provide high-quality administrative support within a regulated environment, working closely with Advisers, clients, and third-party providers. Key Responsibilities: * Providing full administrative support to the Financial Services team, ensuring all deadlines are met. * Preparing valuation reports and meeting documentation, offering comprehensive pre- and post-meeting support for Advisers. * Drafting Suitability Reports and ensuring accurate completion of all necessary documentation. * Liaising with clients, insurers, and providers, maintaining professional and timely communication at all times. * Maintaining accurate client records and databases. * Assisting with corporate administration including pension scheme submissions, auto-enrolment compliance, and group risk schemes (where applicable). * Ensuring full compliance with FCA rules and company procedures. Skills & experience Required: * Previous experience as a Financial Services Administrator, ideally with at least 12 months’ technical administration experience supporting Financial Advisers. * Knowledge across pensions, investments, and protection. Exposure to tax and trusts would be highly advantageous. * Excellent IT skills, with proficiency in Microsoft Office (Word, Excel, Outlook). * Strong organisational and planning skills, with excellent attention to detail. * A professional, flexible, and proactive approach to work. * Strong communication skills, with the ability to explain complex information clearly and concisely to clients. * A committed team player, able to work collaboratively while also using initiative when required. What’s on Offer? * A competitive salary package (DOE) * Relevant exam support and study leave * A supportive and friendly working environment * Genuine opportunities for career progression within Financial Services * 25 days holiday bh (increasing with length of service) * 6% employer pension contribution * Group life cover 3x salary * Group income protection scheme * Private medical insurance * Sick pay

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