Financial Services Administrator - Flexible Hours & Remote

Service Service Employment Agency Limited; Norwich; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Bonus scheme

Death in Service

Pension Contributions

25 days holiday

Job summary

Service Service Employment Agency Limited is seeking an experienced Financial Services Administrator to join the Client Services Team. The role is based in a rural location near Norwich and offers a 37.5-hour week with 9am-5pm hours, plus flexible working from home after initial training.

Responsibilities include handling day-to-day administration, adviser support, and client reporting, with opportunities for progression and a competitive benefits package.

Qualifications

• GCSEs including Maths and English at level 4 or above.
• Desirable A Levels or equivalent.
• Minimum of 2 years' experience in a similar role.
• Working towards the Diploma in Financial Planning preferred.

Responsibilities

• Manage day-to-day administration to meet SLAs and KPIs.
• Answer calls, take messages, and handle client queries.
• Prepare adviser meeting materials and client letters.
• Produce portfolio reports and review documents.
• Process pension and investment applications online and on platforms.
• Support adviser appointments and greet visitors.

Skills

Communication skills

Attention to detail

Problem solving

Presentation skills

Administrative skills

Analytical skills

Team working

Patience

Professional email/letter writing

Education

Diploma in Financial Planning

GCSE Maths and English

A Levels (2 subjects)

Tools

Task management system

Back-office system

Investment platforms

Job description

Service Service Employment Agency Limited is seeking an experienced Financial Services Administrator to join the Client Services Team. The role is based in a rural location near Norwich and offers a 37.5-hour week with 9am-5pm hours, plus flexible working from home after initial training.

Responsibilities include handling day-to-day administration, adviser support, and client reporting, with opportunities for progression and a competitive benefits package.