Financial Administrator

Service Service; Norwich; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Excellent pension contribution

Death in service (4x)

Bupa cash plan

21 days holiday + BH

Support with professional quals

Flexible hours and some remote work

Job summary

Service Service, a Norwich-based chartered firm, invites applications for a Financial Administrator to support advisers and maintain client service standards.

You will prepare letters, process new business, and manage client valuations and meeting packs while ensuring FCA compliance and accurate records. Hybrid working, with some WFH flexibility, is offered alongside professional development support.

Qualifications

• Certificate in Financial Services or working towards qualification (Desirable).
• Grade A-C or 9-4 including English and Maths (Desirable).
• Previous experience in Financial Services (Desirable).
• Understanding of FCA rules, ethics and financial regulations (Desirable).
• A working knowledge of investments, pensions and protection plans as well as other financial planning tools (Desirable).
• Strong IT skills: MS Office Word and Excel.

Responsibilities

• Provide welcoming, efficient and professional client service.
• Prepare and issue Recommendation Letters and collect supporting documentation.
• Process and monitor new business and top-ups to completion.
• Prepare client valuations and review packs ahead of meetings.
• Manage post-review paperwork and correspondence.
• Communicate with clients and providers via phone, email and post.
• Ensure FCA compliance in transactions per internal procedures.
• Maintain accurate client records and data.
• Coordinate with providers and fund managers and update Financial Planners.
• Prepare new client meeting packs and invoices, chase outstanding fees.
• Manage day-to-day work using the workflow system.
• Perform additional admin duties as required.

Skills

Organisational skills

Communication skills

MS Office (Word/Excel)

Numeracy

Inter-personal skills

Attention to detail

Teamwork

Adaptability

Education

Certificate in Financial Services (Desirable)

Grade A-C or 9-4 including English & Maths (Desirable)

Tools

IO (Desirable)

Job description

My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Administrator.

Job summary

To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times.

Key responsibilities

• Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation.
• Process and monitor new business and ‘top ups’ to existing business through to completion.
• Prepare client valuations and review packs 2 weeks ahead of client meeting dates.
• Process all post-review related paperwork and prepare relevant correspondence as required.
• Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner.
• Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures.
• Ensure all client records and data are maintained accurately and efficiently.
• Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications.
• Send out letters of authority and correspondence to clients, professional introducers and other third parties.
• Prepare new client meeting packs.
• Calculate fees, raise client invoices and chase outstanding fees as required.
• Effective management of day-to-day work through the company’s workflow system.
• Other general administration duties as assigned.

Role requirements

• Certificate in Financial Services or working towards qualification (Desirable)
• Grade A-C or 9-4 including English and Maths
• Previous experience in Financial Services (Desirable)
• Understanding of FCA rules, ethics and financial regulations (Desirable)
• A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Desirable)
• Strong IT skills, MS Office Word and Excel
• Excellent organisational and communication skills
• Good numeracy skills
• Attention to detail
• Able to demonstrate an adaptable/flexible approach to work within a changing environment
• Ability to work within a team environment
• Inter-personal skills, both written and verbal
• Experience of using IO (Desirable)

Benefits

• - Excellent pension contribution
• - 4 x death in service
• - Bupa cash plan, covers medical prescription costs etc.
• - 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days
• - Support with professional qualifications
• - Flexibility on working hours and some working from home, subject to a satisfactory probation period