Financial Services Administrator
Location: North Norwich
Salary: up to £35,000
Hours: Monday to Friday, 9:00am – 5:00pm
An established and highly regarded independent financial planning firm is looking to appoint an experienced IFA Administrator to join its growing team. The business provides a comprehensive range of financial planning and wealth management services to individuals, families and businesses, with a strong focus on delivering high-quality, personal and professional client service.
This is an excellent opportunity for an experienced IFA Administrator to join a forward-thinking and professional environment where they will play an important role in supporting Financial Advisers and ensuring clients receive an efficient and first-class service. The successful candidate will be involved across a broad range of administration, adviser support, client servicing and new business processing, with the opportunity to develop their knowledge and career within a well-established business.
Salary & Benefits:
- Basic Salary - £25,000 - £35,000 (Depending on Experience)
- Bonus scheme
- Hybrid working after initial training period
- Study support and funded exams
- Pension contributions
- Death in Service cover
- 25 days holiday plus bank holidays
Key Responsibilities:
- Manage daily post, including scanning, filing, franking and outgoing mail
- Handle general office duties, including calls, client queries, task and back-office systems, visitors and appointments
- Support advisers with plan information, client meeting preparation, correspondence, illustrations and liaison with clients and providers
- Prepare and issue client portfolio reports, review documentation and fund performance information
- New Business submission including pensions and investments, buying and selling trades on investment platforms, submitting income requirements and fund switches.
- Assist clients with applications for life cover
Essential Skills/Experience:
- 1–2 years’ experience within an IFA or wealth management environment
- Diploma in Financial Planning or a willingness to work towards the qualification
Key Skills & Attributes:
- Excellent verbal and written communication skills
- Ability to work accurately and efficiently in a regulated environment.
- Professional and confident email and letter writing skills
- Strong organisational and administrative skills, with the ability to manage multiple tasks and prioritise workloads
- Good analytical and problem-solving skills, with a proactive approach to resolving queries
- Strong team player with a patient, professional and helpful approach
- Ability to maintain confidentiality and handle sensitive client information in-line with regulatory requirements
- Good IT skills and confidence using Microsoft Office and client/back-office systems.
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Pay: £26,000.00-£35,000.00 per year
Benefits:
- Company pension
- On-site parking
Experience:
- financial planning administration: 1 year (required)
Work Location: Hybrid remote in Norwich NR12
