Senior Financial Services Administrator

Time Appointments • Permanent • Ipswich, Suffolk, England, United Kingdom • 4d ago

Due to their continued success, our client, a highly regarded Financial Services firm based in Ipswich, is 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 Duties & 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
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 an IFA Administrator or Financial Services Administrator, ideally with a minimum of 2 years 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)
A supportive and friendly working environment
Genuine opportunities for career progression within Financial Services
Plus, much more

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