At a Glance
- Tasks: Lead administrative operations in a dynamic financial planning firm and enhance client experiences.
- Company: Established, independent financial planning firm in Norwich with a client-focused approach.
- Benefits: Competitive salary, 30 days annual leave, and opportunities for professional growth.
- Other info: Join a supportive team and enjoy a stable, long-term career path.
- Why this job: Take ownership in a key role and contribute to a thriving financial advisory environment.
- Qualifications: Experience in IFA administration and strong knowledge of Intelliflo/iO required.
The predicted salary is between 26000 - 32000 € per year.
Brancaster House Financial Planning is a well-established, independent, FCA-regulated financial planning firm based in Norwich. We provide high-quality, client-focused advice to individuals and business owners and are now looking to appoint an experienced Senior Financial Administrator to lead our administrative function. This is a key, senior position within the business, ideal for someone with strong experience in an IFA or regulated financial services environment who wants responsibility, stability and a long-term career role.
Please note: this role is specifically for candidates with experience in financial planning / IFA administration. It is not suitable for general or non-regulated administration backgrounds.
The Role
- Office-based – Norwich, Norfolk
- Full-time, permanent (8:30am – 5:00pm)
- £28,000 – £32,000 per annum, dependent on experience
As Senior Financial Administrator, you will be the administrative lead for the firm, working closely with the Managing Director and advisers to ensure the smooth running of the office and delivery of an excellent client experience. This role is fully office-based in the centre of Norwich and suited to someone who enjoys ownership, structure and being central to how a professional financial planning business operates.
Key Responsibilities
- Acting as the lead administrator for the business, overseeing day-to-day administrative operations
- Managing and improving back-office processes within an FCA-regulated IFA environment
- Full use and oversight of the firm’s back-office system, with Intelliflo / iO, for the management of:
- Client records and data
- New business processing
- Reporting and ongoing servicing
- Workflows
- Supporting advisers with:
- Client onboarding and fact finds
- New business processing and tracking
- Provider liaison, tracking and follow-ups
- Pre- and post-meeting administration, such as preparing valuation reports
- Ensuring accurate maintenance of client records, valuations and documentation
- Supporting compliance-related administration, record-keeping and audit readiness
- Ownership of workflows, templates and system processes to improve efficiency and consistency
- Acting as a professional and personable point of contact for clients
- Supporting and mentoring other administrative staff as the business develops
About You
You will:
- Have previous experience within an IFA / financial advice firm
- Have good to advanced working knowledge of Intelliflo / iO (essential)
- Understand regulated processes, documentation and have some compliance awareness
- Be highly organised, accurate and detail-focused
- Be confident in managing workloads independently and taking ownership
- Have strong written and verbal communication skills
- Take a professional, proactive approach to client service
Senior-level administration experience within financial services is desirable.
Salary & Benefits
- Salary: £26,000 – £32,000 per annum (dependent on experience)
- Holiday: 30 days annual leave
Locations
Admin - Independent Financial Adviser (Ifa) in Norfolk, Norwich employer: Brancaster House Financial Planning
Brancaster House Financial Planning is an exceptional employer, offering a supportive and professional work environment in the heart of Norwich. With a strong focus on employee growth, we provide opportunities for career advancement within a stable, FCA-regulated firm that values client-centric service. Our culture promotes teamwork and ownership, ensuring that our Senior Financial Administrator plays a pivotal role in shaping the success of our business while enjoying generous benefits, including 30 days of annual leave.
Contact Detail:
Brancaster House Financial Planning Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Admin - Independent Financial Adviser (Ifa) in Norfolk, Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with IFAs. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelliflo/iO and FCA regulations. We want you to feel confident discussing your experience and how it aligns with the role. Practice common interview questions and think about how you can showcase your organisational skills.
✨Tip Number 3
Don’t underestimate the power of a follow-up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Brancaster House Financial Planning.
We think you need these skills to ace Admin - Independent Financial Adviser (Ifa) in Norfolk, Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience in financial planning and IFA administration. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Senior Financial Administrator role. Share specific examples of your past experiences that relate directly to the responsibilities listed in the job description.
Showcase Your Knowledge of Intelliflo/iO:Since knowledge of Intelliflo/iO is essential, make sure to mention your experience with this system in both your CV and cover letter. We want to know how you’ve used it to improve processes or enhance client service in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Brancaster House Financial Planning
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and IFA administration. Familiarise yourself with the key responsibilities listed in the job description, especially around Intelliflo/iO and compliance processes. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience in an IFA or regulated financial services environment. Think about times when you improved back-office processes or supported advisers effectively. This will help demonstrate your capability to take ownership and lead administrative functions.
✨Ask Smart Questions
During the interview, don’t hesitate to ask insightful questions about the firm’s operations and their approach to client service. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values. Plus, it gives you a chance to engage with the interviewers.
✨Be Professional Yet Personable
As the role involves being a point of contact for clients, it's crucial to convey professionalism while also being approachable. Practice your communication skills beforehand, ensuring you can articulate your thoughts clearly and confidently. A friendly demeanour can go a long way in making a positive impression.
