Job Title: Financial Services Administrator
Location: Ipswich IP8 3LY
Salary: Up to £30,000 per annum DOE
Job type: Permanent, full or part-time hours available to suit the right applicant.
The Company:
Clayden Financial is a successful family firm and has been trading for over 27 years. It is a much-respected Independent Financial Adviser business, covering Suffolk, London and neighbouring counties. The main office is set in an idyllic barn two miles south of Ipswich, close to the A12 and A14.
The role:
This is an exciting opportunity for an experienced Investment, Protection and Pension Administrator, to join our team of dedicated professionals. If you are passionate about helping clients achieve their financial goals and have the experience we need, we would love to hear from you.
Responsibilities:
- Assist financial advisers in providing an exceptional service for clients
- Prepare research and reports for new client business
- Prepare detailed paperwork and forms for client annual reviews
- Carry out actions following client reviews and prepare summary report for client.
- Maintain accurate and up-to-date client and office records, and documentation
- Manage your own diary to ensure to ensure all work is carried out in a timely manner
About You:
- Recent experience as an administrator, or similar role, in the financial services industry (Essential)
- Good knowledge of investments, pensions and protection products.
- Working knowledge of financial planning software, to include platform and provider systems.
- Strong attention to detail, good organisational skills.
- Good communication and interpersonal skills to liaise effectively with advisers
- Ability to prioritise tasks, meet deadlines, and manage a range of clients
Benefits:
- A modern office with free, onsite parking
- Flexible working hours
- Personalised professional development, with good opportunities for those who wish to progress
- 24 Holiday days (including 3 for Christmas break!)
- We offer a competitive package matched to experience, including benefits such as bonuses, death in service and company pension
This is an exciting opportunity for an experienced Investment, Protection and Pension Administrator, to join our team of dedicated professionals. We offer a competitive package matched to experience, including benefits such as bonuses, death in service and company pension. If you are passionate about helping clients achieve their financial goals and have the experience we need, we would love to hear from you.
Please note the company is not able to offer sponsorship or relocation assistance for this role so candidates must already possess the right to live and work in the UK to be considered.
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with the relevant experience or job titles of: Administration, Facilities, Office Assistant, Office Support, Office Manager, Administration Assistant, Assistant, Business Support, Finance Assistant, Accounts Assistant, Purchase Ledger, Sales Ledger, Financial Assistant, Accounts Administrator, Finance Administrator may also be considered for this role.
