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

Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Computer skills
- Communication skills
- Employee assistance programme
8d
Finance Administrator
Chestnut Group —Bury St. Edmunds
- Up to £32,000 a year
- Full-time
- Data entry
- AI
- Employee assistance programme
- Employee discount
Quick apply
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
Financial Services Administrator
Verlingue —Bury St. Edmunds
- £30,000 a year
- Full-time
- CRM software
- Writing skills
- Organisational skills
Quick apply
5d
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
8d
Client Servicing Administrator
Douglas Steers & Company —Colchester
- From £28,000 a year
- Full-time
- Financial services
- In-person
- Communication skills
- Health & wellbeing programme
Quick apply
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
7d
Business Administrator
Hallmark Care Homes —Ipswich
- Full-time
- Microsoft Outlook
- Customer service
- Human resources
- Employee discount
- Referral programme
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
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
5d
Credit Control Manager
Care UK —Colchester
- Team management
Mental Health Act Administrator
Elysium Healthcare —Clacton-on-Sea
- £25,936 a year
- Full-time
- Free parking
- Annual leave
Quick apply
13d
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 Electrical Wayland
Gov Facilities Services —Thetford
- £48,412.56 a year
- Full-time
- Supervising experience
- Time management
- Employee assistance programme
Supervisor Mechanical Highpoint
Gov Facilities Services —Newmarket
- £48,412.56 a year
- Full-time
- Management
- Project management
- Plumbing
- 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
Cleaning Operative Highpoint
Gov Facilities Services —Newmarket
- £27,276.60 a year
- Full-time
- Cleaning
- Time management
- 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

I want to receive the latest job alerts for financial administrator in wattisham, sfk

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial administrator jobs near wattisham, sfk

Trainee Financial Planning Administrator

Churchgate Accountants
Bury St. Edmunds

Apply Now

Job details

Full-time
8 days ago

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

Financial planning
Meeting coordination
Administrative support experience
Filing
Microsoft Office Suite
Computer skills
Communication skills
A Level

Full job description

Bury St Edmunds
Full Time
Date posted: 2026-08-0303rd August 2026
Churchgate Accountants Limited

Churchgates brings together a unique and powerful combination of Accountants, Tax Advisers, Solicitors, Financial Planners, Investment Managers, and a dedicated team of operational support staff all under one roof. We believe in treating everyone with respect, and our culture reflects this through a friendly yet professional environment where traditional values still matter.

This position is based in the busy financial planning department of our office at Langton Place in Bury St Edmunds. Reporting to the Operations Manager, this support role involves working closely with the Financial Planners, Mortgage Adviser and Paraplanners in our team. It combines on the job training with a professional exam qualification, the CII (Chartered Insurance Institute) Certificate in Financial Services. All your exam costs and study support will be covered by us in addition to your salary. Once you have completed the certificate, you can continue with further studies if appropriate.

We are looking for someone who enjoys working as part of a team and is a good fit for our friendly yet professional work culture. Previous experience in financial planning is not essential, but a willingness to take initiative is important for success in the role. You may be a school leaver or someone with previous administrative experience. Full training and support will be provided.

The Role

The responsibilities of this role include:
Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents.
Maintaining accurate client information on the firm’s software systems.
Assisting with the onboarding of new clients and supporting the servicing of existing clients.
Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings.
Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees.
Assisting with the preparation of annual portfolio review packs for clients. This includes checking figures and ensuring data is accurate so that clear reports can be produced for the Adviser and Paraplanner.
Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems.
Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations.
Assisting with mortgage administration, liaising with clients and mortgage providers where necessary.
Working alongside and being supported by the Operations Manager, including receiving training on systems and processes.
Developing technical knowledge over time to carry out tasks effectively.
Compliance with financial regulations and company policies at all times.
Skills Required

The person appointed to this role will be provided with training and mentoring from senior team members. A good candidate should:

Have (or be predicted) good exam results at A level or equivalent.
Excellent organisational ability and a good eye for detail.
Be interested in pursuing a career in the financial services industry.
Strong interpersonal skills, be able to build good working relationships and an excellent team player.
The ability to deliver excellent service to clients both in person and over telephone and via email. Strong communication skills to liaise with both client and providers are essential.
The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required.
Be able to work well under pressure, managing a varied workload whilst remaining organised and focused.
Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving.
Excellent computer skills, particularly using Microsoft Office.
What you will receive
A competitive salary
A minimum of 22 days holiday (excluding bank holidays).
Birthday Leave
Holiday purchase/sale scheme.
Matching employer pension contributions up to 6% of salary.
Salary sacrifice available for pension contributions.
Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age.
Death in service benefit (4 x basic salary).
Private health insurance – individual cover paid for.
Churchgates will offer study support for a Financial Planning Administration qualification – all professional exams, study books, revision courses and resources paid for (at the first attempt).
Up to two professional subscriptions paid for.
Encouragement to develop and learn by attending training courses and CPD events.
Employee assistance programme.
Length of service recognition.
Social events paid for or subsidised by the firm.

"*" indicates required fields

Job Title*
How did you hear about this job?*
Churchgates Website
Newspaper Advert
Recruitment Website
Job Center
Social Media
Other
Please tell us where
Have you applied to work for us before?*
Yes
No
Current notice period*
Title*
Mr
Mrs
Ms
Miss
Other
Other
Name*
Forenames Surname
Full Address*
Post Code*
Main Contact Number*
Your Email Address*
Cover Letter*
Accepted file types: doc, pdf, txt, rtf, wks, docx, odf, Max. file size: 20 MB.
Please attach a cover letter to support your job application. File format must be: .doc, .pdf, .txt, .rtf, .wks, .docx, .odf
CV*
Accepted file types: doc, pdf, txt, rtf, wks, docx, odf, Max. file size: 20 MB.
Please attach an up-to-date copy of your CV to support your job application. File format must be: .doc, .pdf, .txt, .rtf, .wks, .docx, .odf

Apply Now

Refine Your Search

financial administrator jobs in wattisham, sfk

Trainee Financial Planning Administrator

Finance Administrator

Finance Office Administrator

Financial Services Administrator

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

Client Servicing Administrator

Operations Administrator

Training Support Administrator

Business Administrator

Bookkeeper & Payroll Assistant

Administration Team Leader

Credit Control Manager

Mental Health Act Administrator

Escort/Fabric Operative Wayland

Supervisor Electrical Wayland

Supervisor Mechanical Highpoint

Escort Fabric Operative Hollesley Bay

Cleaning Operative Highpoint

Electrician (Level 3) Hollesley Bay

Electrician (Level 3) Highpoint

I want to receive the latest job alerts for financial administrator in wattisham, sfk

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected