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 annual leave, 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 in financial services.
- 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 / i O, for the management of:
- Client records and data
- New business processing
- Reporting and ongoing servicing
- Workflows
- Supporting advisers with:
- 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
- Ensuring accurate maintenance of client records, valuations and documentation
- Supporting compliance-related administration, record-keeping and audit readiness
- Ownership of workflows, templates and system processes to improve efficiency and consistency
- Acting as a professional and personable point of contact for clients
- Supporting and mentoring other administrative staff as the business develops
About You
You will:
- Have previous experience within an IFA / financial advice firm
- Have good to advanced working knowledge of Intelliflo / i O (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
Senior Ifa Administrator employer: Brancaster House Financial Planning
Brancaster House Financial Planning is an exceptional employer, offering a supportive and collaborative work culture in the heart of Norwich. With a focus on professional development and employee growth, we provide our team with the opportunity to take ownership of their roles while enjoying a competitive salary and generous benefits, including 30 days of annual leave. Join us to be part of a dedicated team that values client-focused service and fosters long-term career stability in the financial planning sector.
Contact Detail:
Brancaster House Financial Planning Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Ifa Administrator
✨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 or even a referral.
✨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. Practice common interview questions to nail that first impression!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've improved back-office processes or managed workloads effectively. This will demonstrate your ability to take ownership and lead administrative functions.
✨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 and engaged with our firm.
We think you need these skills to ace Senior Ifa Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in IFA or regulated financial services. We want to see how your skills align with 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. Be sure to mention your familiarity with Intelliflo/iO and your approach to client service.
Showcase Your Organisational Skills:As this role requires strong organisational abilities, give examples of how you've managed workloads and improved processes in previous roles. We love seeing candidates who take ownership and drive efficiency!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Brancaster House Financial Planning.
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 operations within a regulated environment. Be ready to discuss how you've improved processes or supported advisers in the past, as this will demonstrate your capability for the Senior Financial Administrator position.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's culture, their approach to client service, and how they support their staff's development. This not only shows your interest in the company but also helps you gauge if it's the right fit for you.
✨Be Professional Yet Personable
As you'll be a point of contact for clients, it's crucial to strike the right balance between professionalism and approachability. Practice your communication skills, ensuring you can convey information clearly while also being warm and engaging. This will help you make a great impression during the interview.
