Ipswich 01473 252666 | Colchester 01206 580060 | Bury St Edmunds 01284 330056 | Chelmsford 01245 200770 | Norwich 01603 510800

Financial Services Administrator

Financial Services Administrator

in Accountancy , in Administration Permanent
  • Bury St Edmunds
  • V/12854
  • £24,000 - £32,000
  • Share this job

Job Description

Are you an administrative superstar?

 

If you’re a motivated, enthusiastic, and professional administrator, that’s looking for a new challenge, this one is for you…

 

Time Appointments is currently working with a leading accountancy firm with offices based all over East Anglia. The firm is looking to recruit an experienced a Financial Services Administrator to join their fantastic team.

 

Key Duties:

  • Input accurate, up to date information on they system internally and externally on providers websites.
  • Ensure all administrative work is carried out to the highest standard and in line with the companies standards.
  • Ensure all conversations with clients, including emails, meetings and telephone calls are dealt with promptly.
  • Attend client meetings.
  • Travel to other offices when required.
  • Responsible for managing own work and reporting back to your Supervisor.

 

Previous Skills & Experience:

  • Minimum of 3 years experience in an administrative or support role within Financial Services.
  • Previous experience in IFA/Wealth Management.
  • Ability to manage own time and work to deadlines.
  • Strong attention to detail.
  • Excellent computer skills, particularly using Microsoft Office (Word, Excel and Outlook).

 

Benefits:

  • Free Parking.
  • Buy and sell holiday.
  • Annual paid volunteering day.
  • Full study package.

 

(V/12854)

Time Appointments situated at 6-8 Museum Street, Ipswich, is recognised as a market leading recruitment consultancy in the East of England.

Providing quality recruitment solutions and successfully placing outstanding candidates into permanent Insurance, Sales, Office, Finance, Shipping & Logistics, Legal and IT roles since 2006.

Get in touch

Time Appointments
2nd Floor
6-8 Museum Street
Ipswich, Suffolk
IP1 1HT

Join our team today
We are seeking exceptional individuals. Send us your CV and we will be in touch as soon as possible!

    Please upload a CV which is under 2MB and either a PDF or Word doc.

    Join our team today
    We are seeking exceptional individuals. Send us your CV and we will be in touch as soon as possible!

      Please upload a CV which is under 2MB and either a PDF or Word doc.

      Privacy Preference Center