Financial Services Administrator

Confidential; Norwich; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Competitive annual leave

Hybrid work model

Study support

Health Cash Plan

Employee Assistance Programme

Life Assurance in Service

Parking (free/funding)

Eye Test Contribution

Sick Pay Scheme

Volunteer days

Job summary

Confidential, a Financial Services firm in Norwich, seeks a Financial Services Administrator on a permanent basis. Hybrid role: 2 days from home, 3 days in the office. You will support Financial Advisors, manage client records, and handle communications with providers and clients to ensure exemplary service.

Applicants must have existing financial services experience, strong organisation, attention to detail, and excellent communication. Opportunities for progression exist within the team.

Qualifications

• Experience in financial services (IFA) is required.
• Strong organisational and prioritisation skills with high attention to detail.
• Excellent communication and a friendly, team-focused attitude.
• Ability to use initiative to manage workload effectively.

Responsibilities

• Handle client communications via email and phone, delivering high service levels.
• Provide administrative and technical support to Advisers and manage client records.
• Obtain and interpret information from providers and fund managers.
• Prepare letters, valuations, review packs and recommendation letters.
• Process new business and top ups, ensure FCA compliance and data accuracy.
• Support diary management, appointments, and day-to-day workflow.

Skills

Financial services experience

Organisational skills

Attention to detail

Communication skills

Teamwork

Initiative

Tools

In-house software

Job description

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator to join the team on a permanent basis.

Please note, existing experience within Financial Services is required.

Typical working hours are Monday to Friday between 9am-5pm. Both full time and part time will be considered and flexi hours are available.

Hybrid working - 2 days from home and 3 in the office.

Within this role you will work within a close-knit, friendly administration team, providing support to Financial Advisors and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis.

• Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Provide administrative and technical support to Advisers, accurately managing administration tasks and client records
• 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
• Supporting with diary management and coordinating appointments
• Prepare client valuations and review packs ahead of client meetings
• Prepare and issue recommendation letters and obtain relevant information, documents and application forms
• Process and monitor new business and top ups to existing business, from start to completion
• Process post-review paperwork and meeting notes
• Ensure compliance protocols are followed and assisting with compliance tasks
• Responsible for business submission using inhouse software
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner
• Ensure financial transactions are completed correctly and files are fully FCA compliant by following compliance procedures
• Ensure all client records and data are maintained accurately and efficiently.
• Effective management of day-to-day work through the company's workflow system

We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use initiative to handle their workload effectively.

There are opportunities to progress within this firm for the right candidate, however those who wish to remain within Administration/Support roles are also actively encouraged to apply.

A generous package is on offer, including:

• Salary between £26,000-£32,000 dependant on experience
• Competitive annual leave plus bank holidays, rising with service
• Opportunity to earn more holiday through time in lieu or holiday purchase scheme
• Potential for study support
• 10% employer contribution
• Health Cash Plan
• Employee Assistance Programme
• Life Assurance in Service
• Free / Funding for Parking
• Eye Test Contribution
• Sick Pay Scheme
• Opportunities for development if interested
• Paid Volunteering days
• A supportive, friendly and motivating team

and more

Financial Services IFA Estate Planning Wealth Management Administration Client Services