Financial Services Administrator

Service Service Employment Agency Limited; Norwich; On-site; GBP 22,000 - 32,000; Full time

Job summary

An established and friendly firm is seeking an experienced Financial Services Administrator to join their supportive advice team. This role involves providing comprehensive administrative support to advisers, including managing new business applications, fund withdrawals, and client communications. With a focus on teamwork and high standards, the position offers a stable work environment with excellent staff retention. Enjoy the benefits of a permanent office-based role with a competitive salary and attractive perks, including a discount scheme and pension plan. If you're detail-oriented and thrive in a collaborative setting, this opportunity is perfect for you.

Benefits

Free car parking

Group DIS

Perkbox discount scheme

Pension after probation

Qualifications

• Experience in administration within an IFA practice is essential.
• Knowledge of Intelliflo and Transact is desirable.

Responsibilities

• Provide one-to-one support for business processing tasks.
• Liaise with clients and product providers via various communication methods.

Skills

Administration processes within an IFA practice

Intelliflo

Transact

Knowledge of products and procedures

Administration of pensions

Articulate communication skills

Organizational skills

Ability to work in a team

Ability to prioritize workload

Attention to detail

Job description

My client is looking for an experienced Financial Services Administrator to join their established and experienced advice support team. My clients’ offices are just outside of the city centre to the East of Norwich, they are a close-knit group but extremely friendly and supportive with excellent staff retention. This role has arisen out of a requirement for further adviser support.

Salary level: £22,550 - £31,040 (depending on experience)
Job Type: Permanent, Office Based
Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year)
Hours: Monday to Friday 9am- 5pm (35 hours)
Location: Office based, Norwich, Norfolk
Benefits: Free car parking, Group DIS, Perkbox discount scheme and pension following successful completion of probationary period.

This position entails working closely with a specified adviser providing one-to-one support on all aspects of business processing including: new business applications, withdrawal of funds, fund switches, administration of existing plans, providing client valuations and review letters. You will liaise with clients and product providers on existing and new business via telephone, email and letter. Procedures for both new business and client reviews are well established. Occasional cross-team support will be required to cover holidays or sickness.

Key Skills

• Previous experience in administration processes within an IFA practice
• Experience of Intelliflo and Transact - desirable
• Knowledge of products and procedures
• Administration of pensions including drawdown and FAD, investments including WRAPs
• Articulate, good communication and organizational skills
• Ability to work within established team structure
• Ability to prioritise workload and perform to a high standard in pressurised environment
• Attention to detail