Financial services administrator Work, Jobs in Weeley, Ess (with Salaries)

Financial Services Administrator
Douglas Steers & Company —Colchester
- £28,000 a year
- Full-time
- Financial services
- In-person
- Communication skills
- Free parking
Quick apply
Financial Administrator
Bupa —Stowmarket
- £27,590 - £35,162 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
Project Administrator
Lexden Contracts Limited —Colchester
- £30,000 - £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
4d
Financial Administrator (Braintree)
Perspective Financial Group —Braintree
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
10d
Maintenance Administrator - Part Time
Potters Resorts - Five Lakes —Maldon
- £13.50 an hour
- Part-time
- Maintenance
- Microsoft Office
- Administrative experience
- Free parking
- Employee assistance programme
Quick apply
Administrative Assistant
Babergh and Mid Suffolk District Councils —Ipswich
- £27,694 - £31,022 a year
- Hybrid work
- Customer service
- Administrative experience
- IT
- Employee assistance programme
Senior Systems Administrator
MAND CAPITAL —Witham
- £43,000 - £45,000 a year
- Full-time
- Azure
- AWS
- Analysis skills
- Health & wellbeing programme
- Annual leave
Quick apply
10h
Administrator
Suffolk County Council —Ipswich
- £25,185 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Bachelor's degree
- Annual leave
2d
Supervisor Generalist Hollesley Bay
Gov Facilities Services —Woodbridge
- £43,177.30 a year
- Full-time
- Project management
- Time management
- Employee assistance programme
Project Admin
Balfour Beatty —Ipswich
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
12d
Customs Process Administrator
Customs Support Group —Langford
- Full-time
- Maths
- Communication skills
Administrator (Finance) (Part-Time, 16hrs) - Savills Place, Ipswich or Manchester
Savills Management Resources —Ipswich
- £15 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
2d
Databank Administrator
Suffolk County Council —Ipswich
- £25,185 a year
- Annual leave
9d
Part Time Funeral Arranger / Administrator
Hunnaball Family Funeral Group —Sudbury
- From £8,037 a year
- Part-time
- Administrative experience
- In-person
- Communication skills
- Sick pay
Quick apply
8d
Pensions Administrator
FNZ —Ipswich
- Full-time
- Organisational skills
- IT
- Communication skills
1d
Supervisor Electrical Hollesley Bay
Gov Facilities Services —Woodbridge
- £46,775.42 a year
- Full-time
- Supervising experience
- Time management
- Employee assistance programme
Electrician (Level 3) Hollesley Bay
Gov Facilities Services —Woodbridge
- £40,579.20 a year
- Full-time
- Maintenance
- Time management
- Employee assistance programme
Escort Fabric Operative Hollesley Bay
Gov Facilities Services —Woodbridge
- £26,575.65 a year
- Full-time
- English
- First Aid Certification
- Power tools
- Employee assistance programme

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Financial Administrator
Bupa —Stowmarket
Ensuring effective administration of purchasing and supplier payments, management of petty cash transactions and replenishment.
£27,590 - £35,162 a year
Quick apply
Financial Services Administrator
Douglas Steers & Company —Colchester
Cycle to Work scheme (after 2 years). Birthday off (after 2 years). Supporting financial advisers with research, data analysis, and product comparisons to aid…
£28,000 a year
Quick apply

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financial services administrator jobs near weeley, ess

Financial Services Administrator

Douglas Steers & Company
Colchester

Quick apply

Job details

Permanent | Full-time
£28,000 a year

Benefits

Free parking
Cycle to work scheme
Company pension
Company events

Qualifications

Financial planning
Pension
Data management
Financial services
Communication skills

Full job description

Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for six consecutive years to 2025.     

At Douglas Steers and Company, we are dedicated to helping our clients achieve their financial goals through expert advice, strategic planning, and personalised financial solutions. We pride ourselves on fostering a collaborative and supportive environment, valuing every team member’s contribution while promoting continuous professional development.  

Position Overview:   

We are seeking an experienced Financial Services Administrator to join our support team. The successful candidate will play a crucial role in supporting financial advisers and ensuring smooth operations within the team. This position involves administrative, data analysis and compliance related tasks to facilitate efficient practices related to securing new business.   

Key Responsibilities will include but are not limited to:   

Assisting in the preparation and organisation of client files, including on-boarding administrative tasks for new clients. 
Ensuring files remain compliant.
Supporting financial advisers with research, data analysis, and product comparisons to aid in making informed recommendations. 
Communicating with product providers to acquire relevant client policy details and ensuring accurate data entry. 
Maintaining and updating electronic client files to ensure they are complete and organised. 
Managing client valuations, illustrations, and review reports, ensuring accuracy and clarity. 
Coordinating with external parties to gather necessary information and ensuring timely follow-up to resolve any outstanding matters.

About You:   

A strong work ethic and commitment to delivering high-quality results. 
Confident working in a fast-paced, professional environment and managing multiple priorities. 
Able to work both independently using your initiative and collaboratively as part of a team. 
Highly organised and methodical with a strong ability to manage tasks effectively. 
Exceptional attention to detail, ensuring accuracy in all aspects of work, particularly with data management. 
Excellent communication skills, able to maintain and develop professional relationships with clients and colleagues. 
Capable of working to tight deadlines and under pressure, ensuring tasks are completed on time. 
Previous experience within a Financial Planning firm is highly desirable, demonstrating industry knowledge and expertise.

Essential Skills and Experience:  

Strong technical expertise across investments, retirement planning, protection
A highly experienced platform/operations professional with strong pensions and transfer knowledge
Pensions & wrapper knowledge – SIPPs, ISAs, drawdown, transfers
Processing experience – High-volume transactions, transfers, deceased/complex cases
Experience writing Suitability Reports
Excellent communication skills with daily adviser interaction
Strong Regulatory Awareness

Benefits:     

33 days holiday (including  bank holidays) 
No weekends   
Christmas Closure   
Expanding business and opportunities for career growth   
Company events   
Wellbeing support   
Cycle to Work scheme (after 2 years)   
Birthday off (after 2 years)

What next?     

If you are passionate about helping individuals and families achieve their financial goals, eager to take the next step in your career, and believe you have the skills and experience to thrive in this role, we'd love to hear from you!    

Douglas Steers & Company is an equal opportunity employer and is committed to fostering an inclusive, diverse, and respectful work environment for all employees.

Job Types: Full-time, Permanent

Pay: £28,000.00 per year

Benefits:

Company pension
Free parking

Work Location: In person

Quick apply

Refine Your Search

financial services administrator jobs in weeley, ess

Financial Services Administrator

Financial Administrator

Project Administrator

Financial Administrator (Braintree)

Maintenance Administrator - Part Time

Administrative Assistant

Senior Systems Administrator

Administrator

Supervisor Generalist Hollesley Bay

Project Admin

Customs Process Administrator

Administrator (Finance) (Part-Time, 16hrs) - Savills Place, Ipswich or Manchester

Databank Administrator

Part Time Funeral Arranger / Administrator

Pensions Administrator

Supervisor Electrical Hollesley Bay

Electrician (Level 3) Hollesley Bay

Escort Fabric Operative Hollesley Bay

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