⏰ Permanent

Financial Services Administrat...

🏢

Time Appointments

                    Location
                    📍 Colchester, United Kingdom
                

                    Posted
                    📅 June 08, 2026
                

                    Work Type
                    ⏰ Permanent
                

Position Overview

 A leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
 The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm’s Financial Consultants.
 Key Duties & Responsibilities Include:
 Processing premium payments
 Answering the telephone, note and message taking, dealing with enquiries
 Creating new files.
 Maintaining accurate client and policy records through client management systems and associated IT solutions
 Liaising with third parties to obtain client valuations.
 Preparing illustrations for products, ready for advice team to present at client meetings.
 With the assistanc...
                

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Job Details

⏰

Employment Type

Permanent

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