Financial Services Administrator

6 hours ago

Norwich, United Kingdom Harrold Financial Planning Ltd Full time

**Job Title**: Financial Services IFA Administrator

**Location**:Central Norwich (St Georges Street), with occasional meetings in Hingham, Norfolk

**Salary**:£19,000 - £20,000

**Hours**:35 per week, 9am - 5pm with 1-hour unpaid lunch

**About HFP**:
HFP started in business in 1988. We provide informed, impartial and independent financial advice across the full range of financial services.

We have a full and diverse range of clients, and are well respected locally and build long-standing relationships with our clients.

Working across two offices, we have regular meetings with all staff attending, as well as annual 'team building' days and Christmas party.

The role will be focused on providing administrative support to our advisers and other members of the support team, and is the perfect role for someone wanting to start a career in financial services.

Primarily, this will include preparing client review packs, completing actions from reviews, welcoming clients to the office, and general administrative tasks. No prior experience of working in financial services is required, although this would be beneficial.

Above all, we are looking for somebody with a strong work ethic and ‘can do’ attitude - we can teach you the knowledge you require to excel

If you would like to pursue professional qualifications, we will provide exam support and we actively encourage development from all members of the team. We much prefer to promote staff internally, so there is definite career progression available for those who want it.

**The role**:

- Support the Operations Manager, Advisers and Support Team
- Manage and update back-office systems
- Liaise with product providers to request information
- Obtain valuations and produce meeting packs
- Complete ad-hoc data management projects
- General administrative duties
- Welcome clients to office

**What’s in it for you?**
- Salary of up to £20,000
- Progression opportunities
- Death in service scheme
- Private health care - with option to add family members
- Contribution towards a pension at 8% of salary, as long as you pay 2%
- Supportive and inclusive company with a friendly office environment

**Skills and experience required**:

- Confident on the phone and in person
- Competent with Outlook and other MS Office programmes
- Have a good attention to detail
- Organised, approachable, self-motivated, enthusiastic
- Knowledge of financial services products would be advantageous, but not essential

**Next steps**:

- When applying, please include details of why you think you are the perfect person for the role, and we will get back to everyone that applies.

**Salary**: £19,000.00-£20,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Ability to commute/relocate:

- NORWICH: reliably commute or plan to relocate before starting work (required)

Work Location: One location

  • Senior Financial Services Administrator

    1 week ago

    Norwich, United Kingdom Brevere Group Full time

    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...

  • Financial Services Administrator

    2 weeks ago

    Norwich NR RE, United Kingdom Glemham Underwriting Full time £25,000 - £29,000 per year

    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...

  • Financial Administrator

    2 weeks ago

    Norwich, United Kingdom Service Service Full time

    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...

  • Financial Services Administrator

    3 weeks ago

    Norwich, United Kingdom C4S Search Ltd Full time

    JOB TITLE: Front of House AdministratorLOCATION: NorwichPACKAGE: £25-30KWAY OF WORKING: Office basedTHE BUSINESS:My client is a family-owned company with multiple locations across the UK. They work with the professional services industry.THE OPPORTUNITY: The role involves serving as the primary point of contact for clients and visitors, ensuring a welcoming...

  • Financial Planner Assistant

    2 weeks ago

    Norwich, United Kingdom Alan Boswell Group Full time

    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...

  • Financial Services Administrator

    3 weeks ago

    Norwich, United Kingdom KD&JA Trett Full time

    We are looking for an administrator who must have experience working with pension and investment advisers. Hours flexible working 3, 4 or 5 days per week. Applicant must be based within 10 miles of Stoke Holy Cross near Norwich where the position is based...

  • Financial Administrator

    2 weeks ago

    Norwich, United Kingdom Service Service Full time

    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...

  • Financial Planning Assistant: Path to Financial Planner

    2 weeks ago

    Norwich, United Kingdom Alan Boswell Group Full time

    A Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies. The ideal candidate should have at least two years of financial services administration experience, be organized, and have strong client liaison skills. This opportunity allows for career development...

  • Financial Administrator

    3 weeks ago

    Norwich, United Kingdom Service Service Employment Agency Limited Full time

    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...

  • Financial Planner Assistant

    1 week ago

    Norwich, Norfolk, United Kingdom Alan Boswell Group Full time £25,000 - £55,000 per year

    Financial Planner Assistant / AdministratorWe are looking for an experienced Financial Planner Assistant with some Administrator experience within Financial Services.We are a well-established company in Norwich which has been finding financial solutions for wealth and corporate clients for over 40 years.Our Financial Planners provide a holistic financial...