My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.
My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team.
Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).
Total Hours per week -37.5 hours
Main Responsibilities
Summary of Role
You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.
Handle day to day post routines including: -
*Scanning and filing relevant post
*Franking and preparing post out
General Office Duties including: -
*Answering calls and taking messages
*Dealing with client queries
*Updating ’task’ management system
*Updating my clients back-office system
*Welcoming visitors, making refreshments
*Managing adviser’s appointments
Adviser Support including: -
*Requesting and collating plan information
*Assisting in client meeting preparation
*Preparing client letters and illustrations
*Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including: -
*Producing and sending portfolio reports to clients
*Preparing review documents for adviser
*Preparing fund performance information


Trading and New Business Processing including: -
*On-line submission of pension and investment applications
*Buying and selling trades on Investment Platforms
*Submitting client’s income requirements
*Fund switch trading on investment platforms
*Checking completion of all trades
*Medical underwriting applications with clients for life cover
Professional Qualifications:
You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies.
Qualification Requirement
*Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.
*Desirable – A Levels - 2 subjects C or above or equivalent
Minimum Experience
The ideal candidate will need a minimum of 2 years’ experience within a similar role.
Desired skills and personal qualities
*Communication skills
*Attention to detail
*Problem solving skills
*Presentation skills
*Administrative skills
*Analytical skills
*Team working
*Patience
*Professional email/letter writing
Benefits Package:-
*A competitive Salary of £25,000 to £35,000 (dependent on experience and qualifications)
*Bonus scheme
*Death in Service
*Pension Contributions
*25 days holiday