Company

Clayden Financial Planning LTDSee more

addressAddressBelstead, Suffolk
type Form of workPermanent
salary Salary£30,000 Annual
CategoryAdministrative

Job description

Job Title:Experienced Administrator

Location: Ipswich IP8 3LY

Salary: Up to 30,000 per annum DOE

Job type: Permanent, full or part-time hours available to suit the right applicant

The Company:

Clayden Financial is a successful family firm and has been trading for over 27 years. It is a much-respected Independent Financial Adviser business, covering Suffolk, London and neighbouring counties. The main office is set in an idyllic barn two miles south of Ipswich, close to the A12 and A14.

The Role:

This is an exciting opportunity for an experienced Investment, Protection and Pension Administrator, to join our team of dedicated professionals. If you are passionate about helping clients achieve their financial goals and have the experience we need, we would love to hear from you.

Responsibilities:

  • Assist financial advisers in providing an exceptional service for clients
  • Prepare research and reports for new client business
  • Prepare detailed paperwork and forms for client annual reviews
  • Carry out actions following client reviews and prepare summary report for client
  • Maintain accurate and up-to-date client and office records, and documentation
  • Manage your own diary to ensure to ensure all work is carried out in a timely manner

About You:

  • Recent experience as an administrator, or similar role, in the financial services industry (Essential)
  • Good knowledge of investments, pensions and protection products
  • Working knowledge of financial planning software, to include platform and provider systems.
  • Strong attention to detail, good organisational skills
  • Good communication and interpersonal skills to liaise effectively with advisers
  • Ability to prioritise tasks, meet deadlines, and manage a range of clients

Benefits:

  • A modern office with free, onsite parking
  • Work-from-home days and/or flexible working hours
  • Personalised professional development, with good opportunities for those who wish to progress
  • 24 Holiday days (including 3 for Christmas break!)
  • We offer a competitive package matched to experience, including benefits such as bonuses, death in service and company pension

This is an exciting opportunity for an experienced Investment, Protection and Pension Administrator, to join our team of dedicated professionals. We offer a competitive package matched to experience, including benefits such as bonuses, death in service and company pension. If you are passionate about helping clients achieve their financial goals and have the experience we need, we would love to hear from you.

Please note the company is not able to offer sponsorship or relocation assistance for this role so candidates must already possess the right to live and work in the UK to be considered.

Please click on the APPLY button to send your CV and Cover Letter for this role.

Candidates with the relevant experience or job titles of: Administration, Facilities, Office Assistant, Office Support, Office Manager, Administration Assistant, Assistant, Business Support, Finance Assistant, Accounts Assistant, Purchase Ledger, Sales Ledger, Financial Assistant, Accounts Administrator, Finance Administrator may also be considered for this role.

Refer code: 2557218. Clayden Financial Planning LTD - The previous day - 2024-01-19 08:27

Clayden Financial Planning LTD

Belstead, Suffolk
Jobs feed

Field Service Engineer

Luton Bennett

Newcastle upon Tyne, Tyne and Wear

£31,000 - £36,000/annum

Electrical Maintenance Engineer

Cubiq Recruitment

Accrington, Lancashire

£45,000/annum

Electrical Maintenance Engineer

Pioneer Selection Ltd

Seaham, Durham

£47,000/annum

Electrical Maintenance Engineer

Tsr Recruitment Limited

Manchester, Greater Manchester

£35,000 - £40,000/annum

Mobile Electrical Engineer

Skillmatch Recruitment Ltd

Nottingham, Nottinghamshire

£35,000 - £43,000/annum Full use company vehicle

Product Test Engineer

Saab Uk

Fareham, Hampshire

Mobile Maintenance Engineer

Invictus Group

Reading, Berkshire

£40,000 - £41,000/annum Vehicle + fuel card

Mobile Maintenance Engineer

Gh Engage Limited

Southampton, Hampshire

£36,000 - £38,000/annum van + fuel card, 25 days holiday

Electrical Maintenance Engineer

Cv Technical

Thatcham, Berkshire

£42,000 - £46,000/annum Benefits

Service Engineer (Electrical)

Futures

Sheffield, South Yorkshire

£40,000 - £45,000/annum excellent benefits

Share jobs with friends

Related jobs

Experienced Administrator

Accounting Clerk / Administrator

Spider

£26,000/annum

Stowmarket, Suffolk

5 days ago - seen

Production Administrator (Part Time)

Venatu Consulting Ltd

£23,795/annum Pro Rata

Thorpe Common, Suffolk

6 days ago - seen

Temp Business Support & Marketing Administrator

Hays

£13 Annual (Including holiday)

Ipswich, Suffolk

7 days ago - seen

Temporary Administrator

Find-A-Job Ltd.

£12 - £13 Hourly

Ipswich, Suffolk

7 days ago - seen

Transport Administrator

Reed

£25,000 - £28,000 Annual

Felixstowe, Suffolk

7 days ago - seen

Accounting Clerk / Administrator

Spider

26000.00 GBP Annual

Stowmarket, Suffolk

a week ago - seen

Education Administrator part time 24 hours

Pertemps Cambridge

£13.00 per hour

Suffolk, England

a week ago - seen

Process Administrator

Reed Procurement & Supply Chain

£25,000 - £28,000 per annum, inc benefits

Suffolk, England

a week ago - seen

Process Administrator

Reed Procurement & Supply Chain

£25,000 - £28,000 per annum, inc benefits

Suffolk, England

a week ago - seen

Process Administrator

Reed Procurement & Supply Chain

£25,000 - £28,000 per annum, inc benefits

Suffolk, England

a week ago - seen

Process Administrator

Reed Procurement & Supply Chain

£25,000 - £28,000 per annum, inc benefits

Suffolk, England

a week ago - seen

Temp Business Support & Marketing Administrator

Hays Business Support

£12.82/hour £12.82 (Including holiday)

Ipswich, Suffolk

a week ago - seen

Graduate administrator

Pure Resourcing Solutions

£21000 - £22000 per annum

Ipswich, Suffolk

a week ago - seen

Temp Business Support & Marketing Administrator

Hays Specialist Recruitment Limited

£12.82 per hour

Suffolk, England

2 weeks ago - seen

Order Processing Administrator

Cottrell Moore Ltd

£25,000 - £26,250 per annum

Suffolk, England

2 weeks ago - seen

Financial Services Administrator

Ortus Psr

£25,000 - £30,000 Annual

Suffolk, England

2 weeks ago - seen

Outage Administrator

Undisclosed Company

Up to £15.89 per hour

Leiston, Suffolk

2 weeks ago - seen

School Administrator

Randstad Education

£13.00 - £14.00 per hour

Suffolk, England

2 weeks ago - seen