Financial services administrator Work, Jobs in Marks Tey, 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
2d
Cabin Fleet Administrator
Wernick Group Limited —Wickford
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
Business and Finance Administrator
Suffolk County Council —Ipswich
- £25,185 a year
- Full-time
- Hybrid work
- Customer service
- IT
- Annual leave
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
2d
Project Administrator
M Group —Ipswich
- Microsoft Word
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Investment Support Administrator
Service Service Employment Agency Limited —Colchester
- £27,000 - £33,000 a year
- Hybrid work
- Analysis skills
- Financial services
- Communication skills
- Free parking
- Work from home
10h
Pensions Administrator
WTW —Ipswich
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Financial services
- Annual leave
- Employee assistance programme
Financial Administrator (Ipswich)
Perspective Financial Group —Ipswich
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Administrator
PrimaryCareCareers —Ongar
- £12.71 an hour
- Communication skills
5d
Payroll/Accounts Administrator
Douglas Steers & Company —Colchester
- £13.50 an hour
- Part-time
- Microsoft Office
- Administrative experience
- In-person
- Health & wellbeing programme
Quick apply
Service Coordinator
SIRM UK Marine LTD. —Chelmsford
- £26,000 - £28,500 a year
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Life insurance
Quick apply
11d
Senior Team Organiser
Civil Works Alliance —Ipswich
- Full-time
- Microsoft Office
- Organisational skills
- Annual leave
Customs Process Administrator
Customs Support Group —Langford
- Full-time
- Maths
- Communication skills
Finance Administrator
IPRS Health —Claydon
- £26,436.80 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Experienced Mortgage Administrator
Chambers Financial Services Limited —Benfleet
- £25,000 - £34,000 a year
- Part-time
- Microsoft Excel
- Driving
- IT
- Free parking
Quick apply
Financial Administrator
Bupa —Stowmarket
- £27,590 - £35,162 a year
- Full-time
- Customer service
- Employee discount
- Gym membership
Quick apply
2d
Personal Assistant
Rickard Luckin Limited —Chelmsford
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Quick apply
Finance Assistant
PrimaryCareCareers —Clacton-on-Sea
- £12.71 an hour
- Hybrid work
- Customer service
- Organisational skills
- IT
9d
Housing Services Administrator
Anchor —Southend-on-Sea
- £28,250 a year
- Customer service
- Employee discount
2d
Finance Administrator (Part-Time, 16hrs) - Savills Place, Ipswich or Manchester
Savills Management Resources —Ipswich
- £15 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
4d

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financial services administrator jobs near marks tey, ess

Financial Services Administrator

Douglas Steers & Company
Colchester

Quick apply

Job details

Permanent | Full-time
£28,000 a year
2 days ago

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 marks tey, ess

Financial Services Administrator

Cabin Fleet Administrator

Business and Finance Administrator

Maintenance Administrator - Part Time

Project Administrator

Investment Support Administrator

Pensions Administrator

Financial Administrator (Ipswich)

Administrator

Payroll/Accounts Administrator

Service Coordinator

Senior Team Organiser

Customs Process Administrator

Finance Administrator

Experienced Mortgage Administrator

Financial Administrator

Personal Assistant

Finance Assistant

Housing Services Administrator

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

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