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For Companies At a Glance
- Tasks: Lead administrative operations in a dynamic financial planning firm.
- Company: Established, independent financial planning firm in Norwich with a client-focused approach.
- Benefits: Competitive salary, 30 days annual leave, and a stable career path.
- Other info: Opportunity to mentor others and grow within a supportive team.
- Why this job: Take ownership in a key role and make a real impact on client experiences.
- Qualifications: Experience in IFA administration and strong 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
Senior IFA Admin 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 Senior IFA Admin 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 highlight 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 take the initiative to connect directly with us.
We think you need these skills to ace Senior IFA Admin in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in IFA administration. We want to see how your skills align with 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 from your past that demonstrate your expertise in financial planning.
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 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 managing administrative functions within a regulated environment. Think about times when you improved processes or supported advisers effectively, as these will resonate well with the interviewers.
✨Ask Smart Questions
Come prepared with insightful questions about the firm’s operations and their approach to client service. This demonstrates your genuine interest in the role and helps you assess if the company culture aligns with your values.
✨Be Personable and Professional
Since this role involves being a point of contact for clients, it's crucial to convey your communication skills during the interview. Practice being friendly yet professional, as this balance is key in a client-focused environment like Brancaster House Financial Planning.