Hybrid Financial Services Administrator — Client Support

NOODLE TALENT PARTNERS LIMITED; Norwich; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Health Cash Plan

Employee Assistance Programme

Life Assurance in Service

Eye Test Contribution

Sick Pay Scheme

Potential for study support

10% employer contribution

Free / Funding for Parking

Paid Volunteering days

Competitive annual leave

Job summary

Noodle Talent Partners is seeking a Financial Services Administrator for a Norwich-based, permanent role. Hybrid working includes 2 days from home and 3 in the office. You will support Financial Advisors with client records, documentation, and compliance tasks.

Applicants should have experience in financial services (IFA) at varying levels, with strong organisation, communication, and attention to detail. A friendly, proactive team player is essential.

Qualifications

• Existing experience in financial services (IFA) at varying levels.
• Strong organisational and prioritisation skills.
• High levels of attention to detail and excellent communication.
• Friendly team-working attitude and initiative to handle workload.

Responsibilities

• Handle client communications and enquiries via email and phone.
• Provide administrative and technical support to Advisers.
• Obtain and interpret information from providers and fund managers.
• Prepare client valuations and review packs ahead of client meetings.
• Process and monitor new business and top ups to existing business.
• Ensure compliance protocols are followed and assist with compliance tasks.
• Manage day-to-day work through the workflow system.

Skills

Financial services experience

Administration

Client relations

Diary management

Compliance awareness

Communication

Tools

In-house software

Job description

Noodle Talent Partners is seeking a Financial Services Administrator for a Norwich-based, permanent role. Hybrid working includes 2 days from home and 3 in the office. You will support Financial Advisors with client records, documentation, and compliance tasks.

Applicants should have experience in financial services (IFA) at varying levels, with strong organisation, communication, and attention to detail. A friendly, proactive team player is essential.