Financial Services Administrator

Noodle Talent Partners; Norwich; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Health cash plan

Employee Assistance Programme

Free Parking Onsite

Study support

Time in lieu

Job summary

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, either on a 1 year contract Full time, or Permanently on a part time basis. Please note, existing experience within Financial Services is required.

Typical working hours are Monday to Friday between 9am-5pm. Flexibility available.

Qualifications

• Experience in financial services is required.
• Strong organisational and prioritisation skills and attention to detail.
• Ability to work in a friendly, team-driven environment and use initiative.

Responsibilities

• Handle client communications via email and phone, building strong relationships.
• Provide administrative and technical support to Advisers and manage client records.
• Ensure compliance tasks are followed and assist with submission using inhouse software.
• Diary management and appointment coordination.
• Prepare meeting documentation and follow-up notes.

Skills

Client communication

Organisational skills

Prioritisation

Attention to detail

Teamwork

Initiative

Tools

Inhouse 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, either on a 1 year contract Full time, or Permanently on a part time basis.

Please note, existing experience within Financial Services is required.

Typical working hours are Monday to Friday between 9am-5pm. Flexibility available.

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
• Ensure compliance protocols are followed and assisting with compliance tasks
• Responsible for business submission using inhouse software
• Supporting with diary management and coordinating appointments
• Preparation of meeting documentation and follow up client meeting notes
• 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

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 intiative to handle their workload effectively.

There could be opportunities to progress within this firm for the right candidate.

A generous package is on offer, including:

• Salary between £26,000-£32,000 dependant on experience
• Between 23-25 days annual leave plus bank holidays
• Opportunity to earn more holiday through time in lieu
• Potential for study support
• 10% employer contribution
• Health Cash Plan
• Employee Assistance Programme
• Life Assurance in Service
• Free Parking Onsite
• 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 | Administration | Client Services