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

IFA Administrator
Melius —Chelmsford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Part-Time Finance & Operations Assistant
Optosoft Ltd —Braintree
- £28,000 a year
- Part-time
- Data entry
- In-person
- Free parking
- Annual leave
Quick apply
9d
Financial Services Administrator (Technical)
TFP Financial Planning Ltd —Maldon
- £28,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Profit sharing
Quick apply
Distributor Client Services ADS Team Senior Technical Associate
SS&C Technologies —Basildon
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Annual leave
- Employee assistance programme
Senior Administrator Settlements and Reconciliations - Transfer Agency
Apex Group —Chelmsford
- Full-time
- Analysis skills
- Continuous improvement
- Leadership
4d

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financial services administrator (technical) jobs near tollesbury, ess

IFA Administrator

Melius
Chelmsford

Quick apply

Job details

Permanent | Full-time
£30,000 - £35,000 a year

Benefits

Free parking
Cycle to work scheme
Company pension
Work from home
Company events
Bereavement leave
Sick pay
On-site parking

Qualifications

Financial planning
Report writing
Administrative support experience
Analysis skills
Organisational skills
Financial services
Financial advisory support experience
Communication skills

Full job description

IFA Wealth Management
Location: Near Chelmsford, Essex (hybrid/ flexible working)
Salary: Up to £35,000 (pro rata for part‑time)
Hours: Full‑time or Part‑time (minimum 3 days per week)
Holidays & Benefits: 23 days holiday + Christmas shutdown, pension, death in service benefit

We are working with a growing wealth management business based near Chelmsford, who are now looking to recruit an experienced administrator. They are flexible in the number of hours worked to a minimum of 3 days a week and will also offer hybrid working.

About the Role
You will play a pivotal part in supporting a highly regarded wealth management firm based near Chelmsford. This is an excellent role for someone with solid administration experience in an IFA setting, ready to develop technical knowledge and grow their career.

Reporting to senior advisers and paraplanners, your duties will include client service support, data and document management, diary coordination, preparing client documentation, and assisting paraplanners with research and case preparation.

The firm values development, flexibility and a supportive team environment.

About the Company
This is a well-established, independent wealth management business known for its personalised financial planning and investment advice. They have a client-centric approach, working with individuals, families and business owners to help them meet their long‑term financial goals. The team combines technical expertise with a collaborative culture, and they’re committed to professional development and high standards of service.

What You will Bring

Previous administration experience in an IFA or financial services environment — essential
Strong organisational skills and attention to detail
Excellent communication skills, both written and verbal
A proactive, client-focused attitude

Benefits

Flexible working arrangements (including hybrid options)
Choice of full‑time or part‑time working pattern
Clear career pathway into paraplanning
Generous benefits including holiday + Christmas break, pension, and death in service cover

For more information, please call David Morley on 07506799452.

Job Types: Permanent, Full-time

Pay: £30,000.00-£35,000.00 per year

Benefits:

Bereavement leave
Company events
Company pension
Cycle to work scheme
Free parking
On-site parking
Sick pay
Work from home

Flexible language requirement:

English not required

Experience:

IFA Administration: 2 years (preferred)

Work Location: Hybrid remote in Chelmsford CM3 1LN

Quick apply

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financial services administrator (technical) jobs in tollesbury, ess

IFA Administrator

Part-Time Finance & Operations Assistant