Administrator
Job Description & Overview
Administrator – Financial Services
Ipswich | Up to £30,000 depending on experience | Predominantly Office Based
Are you an experienced Administrator looking for a role where you can develop your skills and build a long-term career?
I’m working with a well-established financial services business in Ipswich that is looking for an Administrator to join its team.
You do not need previous financial services experience.
They’re looking for someone with strong administration and communication skills, excellent attention to detail and, most importantly, the right attitude and willingness to learn.
You’ll work alongside an experienced team supporting Financial Advisers and their clients, with plenty of opportunity to develop your knowledge and take on more responsibility over time.
What You’ll Be Doing
Supporting advisers with client administration and documentation
Processing applications and maintaining accurate client records
Liaising with clients, providers and third parties
Handling queries and providing case updates
Chasing outstanding information and keeping cases moving
Supporting ongoing client reviews
Managing information and workflows through CRM systems
Ensuring documentation is accurate and completed on time
What We’re Looking For
Previous administration experience
Strong organisation and attention to detail
Confident written and verbal communication
A professional and reliable approach
Good IT skills and confidence learning new systems
Someone keen to learn, develop and take on more responsibility
Financial services experience would be an advantage, but it is absolutely not essential.
What’s On Offer
Up to £30,000 depending on experience
Training and ongoing development
Opportunity to build a career within financial services
Support from an experienced team
Increasing responsibility as you develop
Some flexibility to work from home once established
If you’re a strong Administrator looking for a new challenge and the opportunity to develop within a professional, established business, I’d be keen to hear from you
Ready to apply for this vacancy?
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Key Details
- Date Posted: 05 Oct 2026
- Location: Ipswich, Suffolk
- Employment Type: Permanent
- Category: Accounting/Financial/Insurance
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