Financial Services Administration Manager
Location: Norwich
Full time, permanent
Reporting to: Directors
About the role
We are looking for an experienced Financial Services Administration Manager to lead and develop our Financial Services administration function. This is a pivotal leadership role, responsible for managing a multi‑skilled administration team, ensuring regulatory compliance, driving efficiencies, and delivering excellent outcomes for both clients and advisers.
You will oversee workflow across Financial Services, support the servicing of existing business, the submission of new investments and play a key role in developing people, processes, and systems in line with business strategy and FCA expectations.
Key responsibilities
As Financial Services Manager, you will:
- Lead, motivate and manage a team of administrators and technical staff (currently c.22 team members)
- Monitor workloads, allocate work, points of contact, rotas and cover to ensure efficient service delivery
- Oversee administration and technical support across Wealth, Corporate and Protection business
- Work closely with our Compliance Manager to Ensure FCA and compliance requirements are consistently met and embedded within the team
- Promote a strong TCF culture, placing excellent client outcomes at the centre of all support functions
- Identify training needs and implement development, coaching and CPD plans
- Conduct appraisals, one‑to‑ones, probation reviews and performance management
- Recruit, develop and resource the team to meet current and future business needs
- Answer and support day‑to‑day product and process queries
- Review, improve and implement new processes, efficiencies and system changes
- Manage and contribute to projects, including IT and e‑commerce initiatives
- Liaise closely with Compliance, Directors, Product Providers and key stakeholders
- Provide information to the Senior Management team and Directors around work undertake by administrators, and where any backlogs may develop.
- Ensure company values are upheld across all Financial Services staff
- Provide management reporting and updates to the Directors
- Engage with and ensure most effective use of our CRM – Intelligent Office.
What we’re looking for
You’ll be a confident and capable people manager with strong Financial Services knowledge and a proactive, improvement‑focused mindset.
Essential skills and experience:
- Proven experience managing administration teams within Financial Services
- Strong people management, coaching and leadership skills
- Good knowledge of life assurance, pensions and investment products
- Excellent organisational, prioritisation and delegation skills
- Ability to analyse workflows and implement efficiencies and improvements
- Confident communicator, able to motivate, influence and engage teams and stakeholders
- Experience of training, development and performance management
Why join us?
- A key leadership role within a respected Financial Services business
- Opportunity to shape and improve systems, processes and team development
- Supportive senior leadership and collaborative working environment
- Focus on quality, compliance and client outcomes — not just volume
- Long‑term career development within a growing organisation
Benefits:
- 25 days annual leave + Bank Holidays (option to purchase up to 3 additional holiday days in April each year)
- Annual Company bonus scheme
- Life Insurance (4x annual salary)
- Bupa Cashplan
- Salary Exchange pension scheme
- Supported professional training and development
- Discounted financial services and insurance products
- Funded professional memberships
- Recruitment referral incentive bonus ‘refer a friend’
- Client introduction commission incentive etc.
- Bike to work scheme
- Subsidised restaurant in the Norwich office
About us and what we offer:
At Alan Boswell Group we are proud of our people, their successes and value their contributions to our growing business. Whether you are new to insurance or have a number of years’ experience to bring, we encourage employees to develop and grow.
We offer excellent remuneration, benefits package including pension and healthcare scheme, and opportunities for promotion within the company help us hold on to and nurture talent.
To apply:
Please send your CV to [email protected]
Job Types: Full-time, Permanent
Pay: £45,000.00-£55,000.00 per year
Benefits:
- Additional leave
- Canteen
- Cycle to work scheme
- Life insurance
- Sick pay
Experience:
Work authorisation:
- United Kingdom (required)
Work Location: In person
