At a Glance
- Tasks: Lead administrative operations and enhance client experience in a financial planning firm.
- Company: Brancaster House Financial Planning, a reputable FCA-regulated firm in Norwich.
- Benefits: Competitive salary, 30 days holiday, pension scheme, and death in service cover.
- Other info: Enjoy a stable, office-based environment with autonomy and influence.
- Why this job: Take ownership in a senior role with a supportive team and career growth.
- 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:
- 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 plus bank holidays
- Benefits: Death in service cover, Workplace pension scheme
- Stable, office-based role within a growing professional business
- Senior position with autonomy and influence over processes
- Friendly, professional and supportive working environment
Senior IFA Administrator in Norfolk 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 professional development, employees benefit from a supportive work culture that values autonomy and encourages growth within a well-established, FCA-regulated environment. The firm provides competitive salaries, generous holiday allowances, and a friendly atmosphere, making it an ideal place for those seeking meaningful employment in financial services.
Contact Details:
Brancaster House Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in IFA firms. 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 researching Brancaster House Financial Planning. Understand their values and client approach so you can show how your experience aligns with their needs. Tailor your answers to reflect their focus on high-quality, client-centric advice.
✨Tip Number 3
Showcase your skills with real examples! When discussing your experience, highlight specific instances where you've improved back-office processes or enhanced client service. This will demonstrate your capability as a Senior Financial Administrator.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior IFA Administrator in Norfolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in IFA administration and financial planning. 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 the Senior Financial Administrator role. Share specific examples of your past experiences that relate to the job description.
Showcase Your Knowledge of Intelliflo/iO:Since familiarity with Intelliflo/iO is essential, make sure to mention your experience with this system in both your CV and cover letter. We love seeing candidates who are already comfortable with our tools!
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!
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. Be ready to discuss specific processes you've managed in previous roles, especially those involving Intelliflo/iO. This will show that you’re not just familiar with the tools but also understand how they fit into the bigger picture.
✨Showcase Your Organisational Skills
As a Senior Financial Administrator, being organised is key. Prepare examples of how you've improved back-office processes or managed workloads effectively in the past. Highlight any systems or workflows you've implemented that enhanced efficiency—this will demonstrate your proactive approach.
✨Be Client-Focused
Brancaster House values client experience, so be prepared to talk about how you've supported clients in previous roles. Share specific instances where you’ve gone above and beyond to ensure client satisfaction, whether through onboarding or ongoing support. This will show you understand the importance of client relationships.
✨Prepare for Compliance Questions
Since this role involves compliance-related administration, brush up on your knowledge of regulated processes and documentation. Be ready to discuss how you've ensured compliance in your previous roles and how you would maintain audit readiness in this position. This will highlight your understanding of the regulatory environment.
