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For Companies At a Glance
- 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 make a real impact on 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
Administrator - 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 Administrator - 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 opportunities that aren’t even 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 you fit into their culture and can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions specific to financial administration roles. Highlight your experience with Intelliflo/iO and how you've improved processes in previous positions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team at Brancaster House.
We think you need these skills to ace Administrator - 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 the Senior Financial Administrator role. Share specific examples of your past experiences that align with our needs at Brancaster House.
Showcase Your Knowledge of Compliance: Since this role involves working in a regulated environment, make sure to mention your understanding of compliance processes. We’re looking for someone who can navigate these waters smoothly, so let us know how you’ve done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your details and get to know you better, so don’t miss out on this opportunity!
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 a 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.
✨Be Personable and Professional
As the role involves being a point of contact for clients, it’s crucial to convey your professional yet personable side. Practice your communication skills beforehand, ensuring you can articulate your thoughts clearly and confidently while maintaining a friendly demeanour.