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- Tasks: Lead administrative operations in a dynamic financial planning firm.
- Company: Brancaster House Financial Planning, a respected IFA in Norwich.
- Benefits: Competitive salary, 30 days holiday, and a stable career path.
- Other info: Join a supportive team with opportunities for professional growth.
- Why this job: Take ownership in a key role and enhance client experiences.
- Qualifications: Experience in IFA administration and 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)
- £26,000 – £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
- 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
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
Admin - Independent Financial Adviser (Ifa) in Norwich employer: Brancaster House Financial Planning
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 Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in 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 researching Brancaster House Financial Planning thoroughly. Understand their values and client approach so you can show how your experience aligns with their needs during the interview.
✨Tip Number 3
Practice your responses to common interview questions specific to financial administration roles. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role can leave a lasting impression and keep you top of mind for the hiring team.
We think you need these skills to ace Admin - Independent Financial Adviser (Ifa) in 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 to 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 back-office processes 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 us!
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 the specific responsibilities of a Senior Financial Administrator. Familiarise yourself with Intelliflo/iO, as this is essential for the role. Being able to discuss your experience in managing client records and compliance processes will show that you're the right fit.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples of how you've successfully managed workloads and improved back-office processes in previous positions. Highlight any systems or workflows you've implemented that enhanced efficiency, as this will resonate well with the interviewers.
✨Be Personable and Professional
As you'll be a key point of contact for clients, it's important to demonstrate your communication skills. Practice articulating your thoughts clearly and confidently. Share experiences where you've provided excellent client service, as this will illustrate your proactive approach and professionalism.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the firm and its operations. Ask about their approach to client onboarding or how they support their administrative staff. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.