At a Glance
- Tasks: Lead administrative operations in a dynamic financial planning firm.
- Company: Established, independent financial planning firm in Norwich with a client-focused approach.
- Benefits: Competitive salary, 30 days holiday, and a stable career path.
- Other info: Join a supportive team and enjoy a structured work environment.
- Why this job: Take ownership in a key role and make a real impact on client experiences.
- Qualifications: Experience in IFA administration and knowledge of Intelliflo/iO is essential.
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
Administrator for Independent Financial Advisers in Norfolk, Norwich employer: Brancaster House Financial Planning
Brancaster House Financial Planning is an exceptional employer, offering a stable and rewarding career in the heart of Norwich. With a strong focus on employee growth, we provide comprehensive training and mentorship opportunities, fostering a collaborative work culture that values professionalism and client service. Our competitive salary and generous holiday allowance reflect our commitment to supporting our team members both personally and professionally.
Contact Detail:
Brancaster House Financial Planning Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Administrator for Independent Financial Advisers in Norfolk, Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work 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 have examples ready to showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It shows professionalism and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We love seeing candidates who take the initiative to engage directly with us. Plus, it makes it easier for us to keep track of your application.
We think you need these skills to ace Administrator for Independent Financial Advisers 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. Be sure to mention your familiarity with Intelliflo/iO and your understanding of regulated processes.
Showcase Your Organisational Skills:As an administrator, being organised is key! In your application, give examples of how you've managed workloads and improved processes in previous roles. We love seeing candidates who take ownership and initiative!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Brancaster House!
How to prepare for a job interview at Brancaster House Financial Planning
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning and IFA administration. Familiarise yourself with the key processes, documentation, and compliance requirements that are specific to this role. Being able to speak confidently about your experience in these areas will show that you're the right fit.
✨Master Intelliflo/iO
Since the job requires good to advanced knowledge of Intelliflo/iO, it’s crucial to demonstrate your proficiency with this system. If you have any specific examples of how you've used it to improve back-office processes or client management, be ready to share those during the interview.
✨Showcase Your Organisational Skills
As a Senior Financial Administrator, being organised is key. Prepare to discuss how you manage workloads, maintain accurate client records, and ensure compliance. You might even want to bring examples of workflows or templates you've created to improve efficiency in your previous roles.
✨Be Personable and Professional
This role involves being a point of contact for clients, so it's important to convey your communication skills. Practice how you would handle client interactions and be prepared to give examples of how you've provided excellent client service in the past. A friendly yet professional approach will go a long way!
