Financial Services Administrator

polkadotfrog Limited; North Walsham; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Hybrid work arrangement

Bonus and Benefits

Job summary

Polkadotfrog Limited is seeking a Financial Services Administrator to join a well-respected, wellbeing-led financial services business near Norwich. You will support a busy client services team and ensure high-quality service for clients.

You'll handle day-to-day general office duties, manage appointments, prepare client letters and illustrations, and assist with pension and investment submissions, including fund switch trading on platforms like Intelliflo and Xplan.

Qualifications

• Experience in Financial Services Administration within an IFA or Wealth Management environment.
• Familiarity with FS platforms such as Intelliflo, Xplan.
• Excellent attention to detail when gathering data and preparing valuation reports.
• Strong written communication skills in emails and letters.

Responsibilities

• Day-to-day general office duties including answering calls, scanning, filing etc.
• Updating the internal task management system
• Managing appointments and greeting visitors
• Preparing client letters and illustrations
• Requesting plan information and assisting with preparations for client meetings
• Producing portfolios for clients
• Completing online submissions for pension and investment applications
• Fund switch trading on investment platforms

Skills

Attention to detail

Written communication

Client service

Tools

Intelliflo

Xplan

Job description

Financial Services Administrator

Outskirts of Norwich Due to rural location, you will need to drive

£25,000 - £35,000 Doe + Bonus and Benefits

Hybrid working, 2 days from home offered after initial training

Polkadotfrog are delighted to be working with a highly respected Financial Services business, supporting them in their search for a Financial Services Administrator to join their friendly and supportive team.

This is a fantastic opportunity for an experienced Financial Services Administrator to join a thriving, wellbeing-led business that prides itself on being genuinely client-focused. The Financial Services Administrator will be joining a close-knit team, where people are valued, supported and given the tools and opportunities to succeed.

As the Financial Services Administrator, you will already have experience in a similar position, ideally within an IFA or Wealth Management environment. You’ll play an important role in supporting a busy client services team, helping to ensure everything runs smoothly and clients receive an excellent level of service.

Key responsibilities as the Financial Services Administrator:

• Day-to-day general office duties including answering calls, scanning, filing etc.
• Updating the internal task management system
• Managing appointments and greeting visitors
• Preparing client letters and illustrations
• Requesting plan information and assisting with preparations for client meetings
• Producing portfolios for clients
• Completing online submissions for pension and investment applications
• Fund switch trading on investment platforms

Key Experience needed:

• Previous experience within a Financial Services Administration role, specifically within an IFA or Wealth Management environment
• Familiarity with FS platforms such as Intelliflo, Xplan etc.
• Excellent attention to detail, particularly when gathering data and preparing valuation reports
• Strong written communication skills, with experience producing professional emails and letters

If you’re an experienced Financial Services Administrator looking for your next opportunity with a business that values its people as much as its clients, this could be a fantastic next step for you.