Details:
- Salary: £24,000 - 27,000 - Annum
- Location: Ipswich Suffolk
- Date: 4 weeks ago
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’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