Financial Services Administrator

Are you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If so, this is the role for you!

Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a Financial Services Administrator to join their fantastic team! As an Administrator, you will be responsible for the administration of the Firm’s Multi-Manager and Portfolio Management Services.

This is a fantastic opportunity to learn about the current market, financial services, and gain experience within a reputable company.

Key Responsibilities:

* Onboarding of new clients, ensuring accounts are set up correctly

* Assisting colleagues with various admin tasks

* Answering phone calls

* Support the Administration team with the creation and maintenance of data for all new and existing pension clients

* Support the Administration team with the transfer in and out of accounts in a timely manner.

* Responding to pension-related queries in a timely manner

* Providing support to Wealth Planning and Investment Managers as necessary

Skills & Experience Required:

* Good standard of education, especially English and Maths

* Previous administration experience ideally from within a Financial Services environment

* Ability to work as part of the team and with other colleagues

* Ability to work under pressure/prioritise workloads

* Aware of the need to adhere to procedures and minimise errors