Financial Administrator | Flexible Hours, Development

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

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.