Financial Services Administrator

Financial Services Administrator - Advisory Support Team

Norwich Office | £28,000 - £30,000 | A Career with Real Benefits & Growth

Are you an experienced Financial Services Administrator looking for a role where your skills make a real impact? Do you want to be part of a forward-thinking financial services firm that genuinely invests in its employees? If so, this could be the opportunity for you!

What’s in It for You?

We believe in rewarding our employees with a competitive salary and a benefits package that truly makes a difference in your day-to-day life:

• Annual Company Bonus - Based on company performance, with typical payouts of 6-8% of your salary.
• Smart Pension Scheme - After three months, we contribute an additional 6% of your salary.
• Private Medical Insurance - Access to corporate rates for comprehensive healthcare coverage.
• Life Assurance - Cover worth four times your basic salary from day one.
• Dental Cover - Discounted corporate rates for dental care.
• Holiday Allowance - 25 days plus bank holidays, increasing to 27 days after five years.
• Cycle to Work Scheme - Tax-efficient support for commuting bikes.
• Exam Support & Bonuses - Full funding for relevant qualifications, study leave, and cash rewards for passing exams.
• Salary Sacrifice Scheme - Flexible options to manage your income efficiently.
• On-Site Parking - Provided and paid for at all locations.

About the Role

As part of our Advisory Support Team, you’ll play a key role in supporting financial advisers and ensuring clients receive top-tier service. Your responsibilities will include:

• Managing client administration, including pension transfers and database updates.
• Coordinating annual client reviews and preparing key documents.
• Liaising with advisers, paraplanners, and third-party providers to ensure a smooth client experience.
• Handling tax returns and client reports, ensuring deadlines are met.

Who Will Thrive in This Role?

• You have experience in financial services administration, particularly in pensions, investments, or advisory support.
• You’re detail-oriented and enjoy working in a structured, team-based environment.
• You have a strong understanding of financial service providers (excluding banking).
• You’re proactive, organized, and able to manage multiple tasks efficiently.

Why Join Us?

We’re a well-established firm with a reputation for providing excellent client service and supporting our employees’ growth. Whether you’re looking for a stable, well-paid role or aiming to progress into an Adviser or Paraplanner position, we’ll help you achieve your career goals.

Ready to Apply?If this sounds like the perfect next step in your career, we’d love to hear from you!