Financial Services Administrat...

Time Appointments

Full-time Colchester, England Other-General

Posted:

March 02, 2026

Location:

Colchester, England, United-Kingdom

Job Description

 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 ...
                

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Job Overview

Job Type: Full-time

Location: Colchester, United-Kingdom

Posted: March 02, 2026

Deadline: April 11, 2026