Financial Services Administrator

My client is looking for an experienced Financial Services Administrator to join their established and experienced advice support team. My clients’ boutique financial planning practice is just outside of the city centre to the East of Norwich, they are a close-knit group who are extremely friendly and supportive with excellent retention of staff.

This role has arisen out of a requirement for further adviser support.

My client could consider someone looking for a four day week, providing they have the necessary experience.

Job Type: Permanent, Office Based

Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year)

Hours: Monday to Friday 9am- 5pm (35 hours)

Location: Office based, Norwich, Norfolk

Benefits: Free car parking, Group DIS, Perkbox discount scheme and pension following successful completion of probationary period

This position entails working closely with a specified adviser providing one-to-one support on all aspects of business processing including: new business applications, withdrawal of funds, fund switches, administration of existing plans, providing client valuations and review letters.

You will liaise with clients and product providers on existing and new business via telephone, email and letter.

Procedures for both new business and client reviews are well established.

Occasional cross-team support will be required to cover holiday’s or sickness.

Key Skills

* Previous experience in administration processes within an IFA practice

* Experience of Intelliflo and Transact - desirable

* Knowledge of products and procedures

* Administration of pensions including drawdown and FAD, investments including WRAPs

* Articulate, good communication and organizational skills

* Ability to work within established team structure

* Ability to prioritise workload and perform to a high standard in pressurised environment

* Attention to detail