Financial Services Administrator - Ipswich, United Kingdom - Clayden Financial Planning Ltd

Description

Clayden Financial Planning Ltd is looking for an experienced Administrator
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.

Our business offers:

• A modern office with free, onsite parking
• Workfromhome days and/or flexible working hours
• Personalised professional development, with good opportunities for those who wish to progress.

Permanent role - full or part-time hours available to suit the right applicant.


Duties:

• 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 uptodate client and office records, and documentation
• Manage your own diary to ensure to ensure all work is carried out in a timely manner

Requirements:

• 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.

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.

Or phone for more details

Deadline:

23/02/24


Job Types:
Full-time, Part-time, Permanent


Salary:
£25,000.00-£30,000.00 per year


Expected hours:
per week


Benefits:

• Company pension
• Flexitime
• Free parking
• Life insurance
• Onsite parking

Schedule:

• Monday to Friday

Ability to Commute:

• Ipswich (required)

Ability to Relocate:

• Ipswich: Relocate before starting work (required)

Work Location:
Hybrid remote in Ipswich