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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 independent financial advisory in Norwich.
- Benefits: Competitive salary, 30 days annual leave, 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)
- £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 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 - Independent Financial Advisers in Norwich
✨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 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 of Senior Financial Administrator.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've improved back-office processes or managed client records effectively. This will demonstrate your fit for the role.
✨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 are proactive about their job search.
We think you need these skills to ace Administrator - Independent Financial Advisers in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Senior Financial Administrator. Highlight your experience in IFA or regulated financial services, and don’t forget to mention your familiarity with Intelliflo/iO. We want to see how your background fits perfectly with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Organisational Skills: As a Senior Financial Administrator, being organised is key. In your application, give examples of how you've managed workloads and improved processes in previous roles. We want to know how you take ownership and keep everything running smoothly!
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 Financial Planning!
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 and regulations that govern the industry, especially those related to FCA compliance. This will show that you’re not just experienced but also genuinely interested in the role.
✨Master Intelliflo/iO
Since the job requires good to advanced knowledge of Intelliflo/iO, it’s crucial to demonstrate your proficiency with this software during the interview. If you can, prepare examples of how you've used it in past roles to improve efficiency or manage client records.
✨Showcase Your Organisational Skills
As a Senior Financial Administrator, being organised is key. Be ready to discuss specific strategies you’ve implemented in previous roles to manage workloads and maintain accuracy. Use real-life examples to illustrate how you’ve taken ownership of administrative tasks.
✨Be Personable and Professional
This role involves being a point of contact for clients, so it’s important to convey your communication skills. Practice articulating your thoughts clearly and confidently. Think about how you can demonstrate your proactive approach to client service during the interview.