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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:
- 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
Administrator for Independent Financial Advisers 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 Administrator for Independent Financial Advisers in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Senior Financial Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelliflo/iO and FCA regulations. Show them you’re not just a candidate, but the candidate they need to keep their operations running smoothly.
✨Tip Number 3
When you get that interview, don’t just talk about your experience—bring examples! Share specific instances where you improved processes or enhanced client experiences in your previous roles. This will help you stand out as someone who takes ownership.
✨Tip Number 4
Finally, apply 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 Administrator for Independent Financial Advisers 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 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 align with 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!
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 and regulations you've worked with, especially those related to Intelliflo/iO. This shows you're not just familiar with the role but have hands-on experience.
✨Showcase Your Organisational Skills
As a Senior Financial Administrator, organisation is key. Prepare examples of how you've managed workloads, improved processes, or maintained client records in previous roles. Highlighting your attention to detail will impress the interviewers.
✨Be Client-Focused
Since this role involves direct client interaction, be prepared to discuss how you've provided excellent client service in the past. Share specific instances where you went above and beyond to ensure client satisfaction, as this will resonate well with the firm's values.
✨Prepare Questions
Interviews are a two-way street! Think of insightful questions to ask about the firm’s culture, team dynamics, and future goals. This not only shows your interest in the role but also helps you determine if it's the right fit for you.