Hybrid Financial Services Administrator – IFA Support

Confidential; Norwich; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Competitive annual leave

Hybrid work model

Study support

Health Cash Plan

Employee Assistance Programme

Life Assurance in Service

Parking (free/funding)

Eye Test Contribution

Sick Pay Scheme

Volunteer days

Job summary

Confidential, a Financial Services firm in Norwich, seeks a Financial Services Administrator on a permanent basis. Hybrid role: 2 days from home, 3 days in the office. You will support Financial Advisors, manage client records, and handle communications with providers and clients to ensure exemplary service.

Applicants must have existing financial services experience, strong organisation, attention to detail, and excellent communication. Opportunities for progression exist within the team.

Qualifications

• Experience in financial services (IFA) is required.
• Strong organisational and prioritisation skills with high attention to detail.
• Excellent communication and a friendly, team-focused attitude.
• Ability to use initiative to manage workload effectively.

Responsibilities

• Handle client communications via email and phone, delivering high service levels.
• Provide administrative and technical support to Advisers and manage client records.
• Obtain and interpret information from providers and fund managers.
• Prepare letters, valuations, review packs and recommendation letters.
• Process new business and top ups, ensure FCA compliance and data accuracy.
• Support diary management, appointments, and day-to-day workflow.

Skills

Financial services experience

Organisational skills

Attention to detail

Communication skills

Teamwork

Initiative

Tools

In-house software

Job description

Confidential, a Financial Services firm in Norwich, seeks a Financial Services Administrator on a permanent basis. Hybrid role: 2 days from home, 3 days in the office. You will support Financial Advisors, manage client records, and handle communications with providers and clients to ensure exemplary service.

Applicants must have existing financial services experience, strong organisation, attention to detail, and excellent communication. Opportunities for progression exist within the team.