Financial Services IFA Administrator

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

Job summary

A reputable financial planning and wealth management firm near Norwich seeks a Financial Services Administrator. This role involves supporting Financial Advisers, preparing documentation, and ensuring compliance. Ideal candidates are confident in administration, detail-oriented, and looking to grow in the financial sector.

Benefits

28 days holiday, including Christmas and New Year

Death in service cover of 4x salary

Pension scheme with contributions

Free parking outside the office

Bonus scheme based on company performance

Qualifications

• Minimum of 1 year working in an administrative position (desirable).
• Experience in an IFA practice (desirable).

Responsibilities

• Preparing client valuations and review packs.
• Communicating with clients and providers via telephone, email, and post.
• Maintaining accurate client records and ensuring FCA compliance.

Skills

Proficient in Microsoft Office

Confident with numbers

High degree of accuracy

Ability to work independently

Job description

My client is a very reputable and well-established financial planning and wealth management practice based just outside of Norwich (East). They are currently looking for a Financial Services Administrator. While experience in a Financial Planning Practice would be very desirable, my client is open to candidates who are keen to join the sector, confident, and have previous experience working in administration and with numbers. The role involves assisting existing Financial Advisers and their support team.

The Role

This is a wide-ranging and interesting position with significant potential. Working within a friendly environment alongside highly skilled and qualified Financial Advisers, the duties include:

• Preparing client valuations and review packs
• Processing post-review paperwork and preparing relevant correspondence
• Communicating with clients and providers, responding to queries via telephone, email, and post in a timely manner
• Ensuring financial transactions are completed correctly and files are fully FCA compliant by following internal procedures
• Maintaining accurate client records and data
• Obtaining and interpreting information from providers and fund managers, keeping Financial Planners informed of communications
• Sending out letters of authority and correspondence to clients, introducers, and third parties
• Preparing new client meeting packs
• Performing other general administrative duties as assigned

Experience

• A minimum of 1 year working in an administrative position (desirable)
• IFA practice experience (desirable)
• Proficient in Microsoft Office
• Confident with numbers and maintaining a high degree of accuracy
• Ability to work independently following training

Benefits

Office hours are 9am-5pm, Monday to Friday. Hybrid working is available after probation. Benefits include:

• 28 days holiday, including Christmas and New Year closure and bank holidays
• Death in service cover of 4x salary
• Pension scheme
• Free parking outside the office
• Bonus scheme based on company performance, available after probation
• 5% employee and 5% employer pension contributions