Senior Financial Services Administrator
1 week ago
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 Administration team in the capacity of a Senior Financial Planning Assistant where you will assist one of their Financial Planners in their capacity to provide holisticFinancial Planning Advice.
You will provide first class administration and support, ensuring the completion of work is wholly accurate as well as sitting in on client facing meetings.
My client can offer a competitive salary along with extensive benefits including a pension, death in service, funding for qualifications and support in taking them.
Office hours are Monday to Friday 9-5, 25 days holiday.
**Key principal of the role**
You will work in conjunction with the Adviser (and Paraplanner if applicable) to ensure that a very high level of financial planning support and servicing is provided to all clients.
You will process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
You will service on-going business and assist with the delivery of client review services in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
You will provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.
You will communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.
You will foster good working relationships with Managers, Colleagues and Consultants.
You will effectively manage your office diary system to effectively plan and prioritise workloads, and to ensure client servicing is conducted as agreed.
You will provide support to the Senior Financial Planning Assistants.
You will contribute to day to day activities such as answering telephones, opening and distributing post, filing and archiving and ensuring telephone/office cover is maintained.
You may also conduct project work and associated tasks as requested by Managers and / or Director.
IFA Admin Financial Services Admin
IFA Admin Financial Services Admin
IFA Admin Financial Services Admin
IFA Admin Financial Services Admin
IFA Admin Financial Services Admin
IFA Admin Financial Services Admin
IFA Admin Financial Services Admin
IFA Admin Financial Services Admin
IFA Admin Financial Services Admin
IFA Admin Financial Services Admin
-
Senior Financial Services Administrator
17 hours ago
Norwich, United Kingdom Brevere Group Full timeAre 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...
-
Norwich, Norfolk, United Kingdom Smith & Pinching Full time £30,000 - £40,000 per yearCompany 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....
-
Financial Services Administrator
5 days ago
Norwich NR RE, United Kingdom Glemham Underwriting Full time £25,000 - £29,000 per yearWe 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...
-
Senior Financial Planning Assistant
2 weeks ago
Norwich, United Kingdom Service Service Employment Agency Limited Full timeMy client is one of the county’s leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none.As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the...
-
Financial Administrator
1 week ago
Norwich, United Kingdom Service Service Full timeMy 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 Administrator
5 days ago
Norwich, United Kingdom Service Service Full timeMy 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...
-
Senior Financial Planning Assistant
2 weeks ago
Norwich, United Kingdom Service Service Employment Careers Full timeMy client is one of the countys leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none.As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition...
-
Senior Financial Planning Assistant
3 weeks ago
Norwich, United Kingdom Service Service Employment Full timeMy client is one of the countys leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the...
-
Senior Financial Planner Assistant
1 week ago
Norwich, United Kingdom Alan Boswell Group Full timeOur Financial Planners provide a holistic financial planning service for both personal and corporate clients incorporating the use of protection products, investment products, pension planning and tax planning.Posted: 24/09/25Location:Hours:Full-timeFlexibility:Office-basedYearly salary:Job type:As a Senior Financial Planner Assistant, you will provide...
-
Financial Services Administrator
2 weeks ago
Norwich, United Kingdom C4S Search Ltd Full timeJOB 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...
