Financial Administrator

My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Administrator. Job summary To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to...

My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Administrator. Job summary To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to...

**Job Summary** **Responsibilities**: - Provide high-quality administrative support to a team of financial advisors. - Manage client appointments, schedules, and paperwork. - Developing and maintaining strong relationships with clients, colleagues, and third parties. - Preparing client packs and paperwork prior to/after meetings, including requesting...

Working on a portfolio of clients within the Financial Planning Team.Assisting with the preparation of reports and research preparing for meetings and supporting the financial planner with clients. Post meeting, liaising with clients/providers to submit/process various types of new business.Recommending improvements to clients’ records, systems and...

If you are an experienced Norwich based IFA practice Administrator then you should read on... I am currently recruiting for one of the best practices in Norfolk, my clients offer an excellent working environment with a friendly and flexible approach to work. Through internal growth my client has an opportunity to join their already well established...

Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professionaland proactive Financial Services Administrator to provide holistic support to the Financial Advisers...

Company DescriptionSmith & Pinching is one of Norfolk's leading firms of Chartered Financial Planners, specialising in expert, client focused financial advice for individuals and businesses, including pensions and investments. With a client-focused approach, we prioritise building relationships to ensure clear and personalised financial planning....

A fantastic opportunity has arisen for an Adviser Support Administrator to join our Independent Financial Planning practice based south of Norwich. The successful candidate would be a key member of our team, who work together to provide financial advice to predominantly high net worth clients.The role offers the chance for real career progression in a...

We are looking for experienced Financial Planner Assistant / Administrator with administrative experience within Financial Services to support our Independent Financial Advisors.Salary £25k - £29kFull-time,Office basedQualifications fundedWorking hours 9am - 5pm (including 1 hour for lunch)We are a well-established Company in Norwich (Prospect House, Rouen...

A reputable advisory firm based in Norwich is seeking a Financial Administrator to support their adviser. The role involves ensuring accurate client service, managing financial paperwork, and maintaining FCA compliance. Candidates should have strong IT skills, excellent communication abilities, and ideally a Certificate in Financial Services. Benefits...