Financial Administrator (Ipswich)

Ipswich Permanent On site

Perspective (Central & East) Ltd / Perspective (Clayden Financial)

Job Description

We have a fantastic vacancy for an experienced Financial Administrator to join our team in Ipswich. This is a multi-faceted role and your experience in providing high quality office support in a busy and professional environment will be invaluable to the whole team. You will act as the point for colleagues and clients, both over the phone and in person, as well as liaising with product providers and supporting the team with all aspects of the general office administration.

Office: Perspective (Clayden Financial)
Location: Ipswich
Hours: Part Time – Monday-Friday, 10am-3pm
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Additional details

Requirements

Essential

Previous experience in a receptionist, administrator, or office support role preferred but not essential.
Strong numeracy skills with confidence working with percentages and fees.
High level of accuracy and attention to detail.
Excellent communication and client service skills.
Competent IT skills including Microsoft Outlook, Word, and Excel.
Ability to prioritise tasks in a busy environment.

Desirable

Experience working within financial services or an IFA practice.
Familiarity with financial products, platforms, or provider charges.

Responsibilities

Reception & Client Contact

Receive and welcome clients in a professional and courteous manner.
Act as first point of contact for incoming telephone calls.
Arrange and manage client appointments and adviser diaries.
Manage meeting room bookings and schedules.

Post, Stationery & Office Administration

Receive, process, and distribute incoming post, scanning and distributing electronically where required.
Prepare and send outgoing correspondence.
Manage stationery and office supply levels, including ordering and stock control.
Provide general administrative support to advisers and support staff.

Client Administration & Data Management

Maintain accurate client records on back-office systems.
Liaise with providers, platforms, and third parties as required.

Cost & Charges Disclosure (Key Responsibility)

Support the annual regulatory disclosure of costs and charges to clients.
Investigate client plans, policies, platforms, and investment products to identify applicable fees and charges.
Calculate adviser fees, provider charges, and percentages accurately.
Undertake mathematical calculations relating to fees, percentages, and comparisons.
Collate and present cost information clearly for adviser review and client disclosure.
Compliance & Confidentiality.
Handle sensitive client and financial information with strict confidentiality.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Enhanced Parental Leave, Pension, Corporate Eyecare and Extras Discount shopping discounts.