Financial services administrator

  • Cv Library
  • Ipswich
  •   £24,000 - £27,000
  • posted 15 days ago
  • CV-Library.co.uk

Job description:

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 rsquo;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
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