Senior Financial Services Administrator

4 weeks ago

Ipswich, South Dakota, Australia Shoshana Michael Zucker Translations Full time
Overview

Time Appointments are delighted to be working on behalf of our client, a highly regarded Financial Services firm, who are looking to recruit an experienced Senior Financial Services Administrator to join their professional and supportive team. This is an exciting opportunity for a driven individual to provide high-quality administrative support within a regulated environment, working closely with Advisers, clients, and third-party providers.

Responsibilities
  • Providing full administrative support to the Financial Services team, ensuring all deadlines are met.
  • Preparing valuation reports and meeting documentation, offering comprehensive pre- and post-meeting support for Advisers.
  • Drafting Suitability Reports and ensuring accurate completion of all necessary documentation.
  • Liaising with clients, insurers, and providers, maintaining professional and timely communication at all times.
  • Maintaining accurate client records and databases.
  • Assisting with corporate administration including pension scheme submissions, auto-enrolment compliance, and group risk schemes (where applicable).
  • Ensuring full compliance with FCA rules and company procedures.
Skills & Experience Required
  • Previous experience as a Financial Services Administrator, ideally with at least 12 months technical administration experience supporting Financial Advisers.
  • Knowledge across pensions, investments, and protection. Exposure to tax and trusts would be highly advantageous.
  • Excellent IT skills, with proficiency in Microsoft Office (Word, Excel, Outlook).
  • Strong organisational and planning skills, with excellent attention to detail.
  • A professional, flexible, and proactive approach to work.
  • Strong communication skills, with the ability to explain complex information clearly and concisely to clients.
  • A committed team player, able to work collaboratively while also using initiative when required.
What's on Offer
  • A competitive salary package (DOE)
  • Relevant exam support and study leave
  • A supportive and friendly working environment
  • Genuine opportunities for career progression within Financial Services
  • 25 days holiday + bh (increasing with length of service)
  • 6% employer pension contribution
  • Group life cover 3x salary
  • Group income protection scheme
  • Private medical insurance
  • Sick pay

#J-18808-Ljbffr

  • Senior Public Trust Officer

    4 weeks ago

    Ipswich, South Dakota, Australia Queensland Government Full time

    Join to apply for the Senior Public Trust Officer role at Queensland GovernmentAre you a professional with expertise in financial administration and a passion for customer service? Join Queensland Public Trustee (QPT) as a Senior Public Trust Officer and contribute to delivering exceptional customer service, managing complex files, and providing expert...

  • Financial Controller

    4 weeks ago

    Ipswich, South Dakota, Australia JBS Australia Pty Limited Full time

    Join to apply for the Financial Controller role at JBS Australia Pty Limited3 days ago Be among the first 25 applicants Join to apply for the Financial Controller role at JBS Australia Pty Limited JBS Carriers, the transportation arm of JBS Australia, supports JBS operations through an efficient logistical structure that optimizes everything including the...

  • Senior Public Trust Officer

    3 weeks ago

    Ipswich, South Dakota, Australia at Full time

    Overview$89,515 - $98,158 per annum + 12.75% superThe Customer Experience and Delivery (CED) portfolio at Queensland Public Trustee (QPT) offers trusted estate administration, education, and financial services, empowering Queenslanders to plan and prepare for significant life events.ResponsibilitiesAs a Senior Public Trust Officer within the CED Program,...

  • Patient Services Administrator

    2 weeks ago

    Ipswich, South Dakota, Australia Nuffield Health Full time $50,000 - $62,500 per year

    Patient Services AdministratorIpswich Hospital | Customer | Permanent | Part TimeUp to £24,531.00 pro rata, dependent on experience32.5 hours per weekAre you a confident and customer-focused administrator, who's passionate about great customer service? Then you could be just who we're looking for. Join the nation's largest Healthcare Charity and be part of...

  • Neighbourhood Administration Officer

    4 weeks ago

    Ipswich, South Dakota, Australia UnitingCare Queensland Full time

    2 days ago Be among the first 25 applicants Administration / Scheduling Officer | Blue Care | Community Care Employment Status: Permanent Full Time Location: Ipswich Remuneration: $31.94 p/hr + 12% Super + Not for Profit Salary Packaging (Increases your take home pay) + Employee discounts Make a meaningful difference with Blue Care We're looking for someone...

  • Portfolio Administrator

    4 weeks ago

    Ipswich, South Dakota, Australia Killik & Co Full time

    OverviewLocation Ipswich Salary Competitive salary plus a generous benefits package Application Deadline Monday, October 6, 2025 Job SummaryWe are looking for a Portfolio Administrator to provide administrative support to the Fixed Income team, in the following areas - Portfolio Management Support for the Fixed Income service, Research Support, meeting...

  • Portfolio Administrator

    4 weeks ago

    Ipswich, South Dakota, Australia Killik & Co Full time

    OverviewLocation Ipswich Salary Competitive salary plus a generous benefits package Application Deadline Monday, October 6, 2025 Job SummaryWe are looking for a Portfolio Administrator to provide administrative support to the Fixed Income team, in the following areas - Portfolio Management Support for the Fixed Income service, Research Support, meeting...

  • Financial Counsellor for Gambling

    4 weeks ago

    Ipswich, South Dakota, Australia Each Full time

    Overview0.6 FTE, part-time | Ongoing positionBased in Ipswich QLD, on the lands of the Yuggera, Jagera & Ugarapul PeoplesFrom $51.23 per hour + 12% Super + Generous Salary Packaging benefits of up to $18,550Your role, your impactThe Financial Counselling for Gambling program offers free, confidential support to people experiencing financial hardship due to...

  • Neighbourhood Administration Officer

    3 weeks ago

    Ipswich, South Dakota, Australia UnitingCare Health Pty Ltd. Full time

    **Administration / Scheduling Officer | BlueCare | Community Care**We encourage our team to be creative and enjoy themselves while contributing to our success. Come join one of the most trusted community and residential care providers in Australia.**Role requirements:*** You will have effective verbal and written communication skills* Previous experience in...

  • Casual Administration Officer

    4 weeks ago

    Ipswich, South Dakota, Australia West Moreton Hospital and Health Service Full time

    Casual Administration Officer - Emergency DepartmentJoin to apply for the Casual Administration Officer - Emergency Department role at West Moreton Hospital and Health ServiceAbout The RoleProvide and maintain a highly responsive and effective administrative support and customer service function to the 24 hour Emergency Department Reception. Contribute to...