Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead administrative operations and enhance client experience in a financial planning firm.
- Company: Established, independent financial planning firm based in Norwich.
- Benefits: Competitive salary, 30 days holiday, pension scheme, and death in service cover.
- Other info: Supportive team culture with opportunities for career growth.
- Why this job: Gain responsibility and influence in a stable, professional environment.
- Qualifications: Experience in IFA administration and knowledge of Intelliflo/iO 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 plus bank holidays
- Benefits: Death in service cover
- Workplace pension scheme
- Stable, office-based role within a growing professional business
- Senior position with autonomy and influence over processes
- Friendly, professional and supportive working environment
Senior IFA Administrator 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 Administrator in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with IFAs. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Intelliflo/iO and FCA regulations. We want you to show off your expertise and confidence, so practice answering common questions related to IFA administration.
✨Tip Number 3
Don’t underestimate the power of a follow-up! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
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 Administrator 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 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 these systems in both your CV and cover letter. We want to know how you’ve used them to improve back-office processes!
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 any important details!
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 a good fit but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience in managing administrative operations within an FCA-regulated environment. Be ready to discuss how you've improved processes or supported advisers in client onboarding and documentation management.
✨Demonstrate Your Organisational Skills
Since this role requires strong organisational abilities, think of ways to illustrate how you manage workloads and maintain accuracy. You could share a story about a time when you successfully handled multiple tasks or streamlined a process to improve efficiency.
✨Be Personable and Professional
As you'll be a point of contact for clients, it's crucial to convey your communication skills during the interview. Practice being friendly yet professional, and prepare to discuss how you would handle client interactions and support other staff members as the business grows.