Financial services administrator Work, Jobs in Wattisham, Sfk (with Salaries)

Financial Services Administrator
Verlingue —Bury St. Edmunds
- £30,000 a year
- Full-time
- CRM software
- Writing skills
- Organisational skills
Quick apply
6d
Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Computer skills
- Communication skills
- Employee assistance programme
9d
Finance Office Administrator
Inspiring Aspirations Plus Ltd —Ipswich
- £22,500 - £25,500 a year
- Call to connect
- Administrative experience
- Supervising experience
- Communication skills
Quick apply
HR Coordinator (Part-time – 3 days per week)
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Microsoft Office
- Administrative experience
- Human resources
- Annual leave
- Employee assistance programme
9d
Operations Administrator
ATE Fire Protection —Colchester
- £27,000 - £32,000 a year
- Full-time
- Customer service
- Administrative experience
- Supervising experience
- Free parking
Quick apply
Training Support Administrator
Citizens Advice East Suffolk —East Suffolk
- £13 an hour
- Part-time
- Microsoft Office
- Administrative experience
- Recruiting
Quick apply
8d
Military Support Administrator
Sodexo —Colchester
- £12.71 an hour
- Full-time
- Microsoft Office
- Hotel
- Administrative experience
- Free parking
- Employee assistance programme
Quick apply
10h
Business Administrator
Hallmark Care Homes —Ipswich
- Full-time
- Microsoft Outlook
- Customer service
- Human resources
- Employee discount
- Referral programme
Administration Team Leader
HSL Compliance Limited —Bury St. Edmunds
- Up to £30,000 a year
- CRM software
- ERP systems
- Mentoring
- Annual leave
- Sick pay
Quick apply
6d
Bookkeeper & Payroll Assistant
Hodson Lewis Limited —Bury St. Edmunds
- From £12.71 an hour
- Part-time
- QuickBooks
- Organisational skills
- In-person
- Free parking
- Work from home
Quick apply
Mental Health Act Administrator
Elysium Healthcare —Clacton-on-Sea
- £25,936 a year
- Full-time
- Free parking
- Annual leave
Quick apply
14d
Escort/Fabric Operative Wayland
Gov Facilities Services —Thetford
- £27,505.80 a year
- Full-time
- First Aid Certification
- Power tools
- Hand tools
- Employee assistance programme
Supervisor Mechanical Highpoint
Gov Facilities Services —Newmarket
- £48,412.56 a year
- Full-time
- Management
- Project management
- Plumbing
- Employee assistance programme
Supervisor Electrical Wayland
Gov Facilities Services —Thetford
- £48,412.56 a year
- Full-time
- Supervising experience
- Time management
- Employee assistance programme
Cleaning Operative Highpoint
Gov Facilities Services —Newmarket
- £27,276.60 a year
- Full-time
- Cleaning
- Time management
- Employee assistance programme
Escort Fabric Operative Hollesley Bay
Gov Facilities Services —Woodbridge
- £27,505.80 a year
- Full-time
- First Aid Certification
- Power tools
- Hand tools
- Employee assistance programme
Engineer Mechanical (Level 3) Highpoint
Gov Facilities Services —Newmarket
- £44,688.50 a year
- Full-time
- Plumbing
- Employee assistance programme
Electrician (Level 3) Hollesley Bay
Gov Facilities Services —Woodbridge
- £40,579.20 a year
- Full-time
- Time management
- Employee assistance programme
Electrician (Level 3) Highpoint
Gov Facilities Services —Newmarket
- £41,062.25 a year
- Full-time
- Time management
- Employee assistance programme

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Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and…
9d

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financial services administrator jobs near wattisham, sfk

Financial Services Administrator

Verlingue -
Bury St. Edmunds

Quick apply

Job details

Full-time
£30,000 a year
6 days ago

Benefits

Financial planning services

Qualifications

CRM software
Financial planning
Pension
Meeting coordination
Stakeholder collaboration
Stakeholder liaison
Writing skills
Mentoring junior staff
Administrative support experience
Microsoft Office Suite
Organisational skills
Customer support
Financial services
Communication skills
Negotiation

Full job description

Job Advert

Job Title

Financial Planning Administrator

Department

Employee Benefits

Locationon

Bury St Edmunds, Suffolk

Reporting to

Paraplanner / Client Service Manager – Financial Planning

Main purpose of job

As a Financial Services Administrator, you will be at the heart of our client service operation, providing vital support to both clients and the financial planning team. You'll help coordinate client meetings, prepare documentation, process applications, and act as a point of contact for queries from clients and providers. Your attention to detail will help ensure records are accurate, business is processed efficiently, and clients receive a high standard of service throughout their relationship with the company.

Company Vision

To build a large, European, independent, family-owned insurance brokerage, employee benefits & financial planning group in which talents blossom and client satisfaction is continually high.

Department Overview

Verlingue Financial Planning provide guidance and advice across all areas of financial planning

Verlingue Values

Exceptional

Being professional is expected; being exceptional makes us different. We are passionate about making our clients and each other feel special. We truly understand their needs and deliver an outstanding service every time.

Proud

We take pride in our work every day and always fulfil our promises. We’re proud of our reputation for always acting with the highest ethical standards and this is our foundation for building long term relationships.

Inclusive

We value and recognise the diverse skills and individuality that everyone brings to Verlingue. We respect each other and enjoy working collaboratively to achieve the best outcomes.

Key Accountabilities

Administration

Preparing and managing client documentation for both new business and ongoing servicing requirements
Processing new business and tracking applications to ensure completion in a timely manner
Liaising with providers and other third parties to support the delivery of financial planning services
Maintaining accurate client records and workflow systems in line with regulatory and company requirements
Supporting the wider financial planning team to deliver an efficient and high-quality client experience
Ensuring all administration activities are completed accurately, compliantly and within agreed service standards

Essential

Desirable

Qualifications

Working towards professional qualifications (either the Certificate in Financial Services or the Diploma in Regulated Financial Planning)

Skills, Knowledge & Attributes

Previous experience in an administrative or customer service role

Experience working within Financial Services, Pensions or Wealth Management

Experience using CRM systems, particularly Intelligent Office

Knowledge of financial products and services

Experience in Microsoft Office applications including Word, Excel, Outlook and Teams

Ability to prioritise workloads and manage multiple tasks effectively

Excellent organisational skills and attention to detail

Excellent interpersonal skills

Excellent communication skills, written and verbal

Proven ability to engage and develop effective working relationships with colleagues and external stakeholders

Ability to coach and support colleagues and teams.

Excellent presentation skills

Ability to negotiate with a diverse group of people.

High levels of energy, motivation, and initiative – a self-starter

Effective at working as part of a cohesive team.

Able to work under pressure and deliver results.

Ability to support and coach junior members of the team where required

Aligned with the Verlingue values and behaviours

Quick apply

Refine Your Search

financial services administrator jobs in wattisham, sfk

Financial Services Administrator

Trainee Financial Planning Administrator

Finance Office Administrator

HR Coordinator (Part-time – 3 days per week)

Operations Administrator

Training Support Administrator

Military Support Administrator

Business Administrator

Administration Team Leader

Bookkeeper & Payroll Assistant

Mental Health Act Administrator

Escort/Fabric Operative Wayland

Supervisor Mechanical Highpoint

Supervisor Electrical Wayland

Cleaning Operative Highpoint

Escort Fabric Operative Hollesley Bay

Engineer Mechanical (Level 3) Highpoint

Electrician (Level 3) Hollesley Bay

Electrician (Level 3) Highpoint

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