At a Glance
- Tasks: Support financial planners and manage client information for impactful financial advice.
- Company: Award-winning financial advisory firm with a collaborative and growth-focused culture.
- Benefits: Generous salary, excellent benefits, hybrid working, and fully funded professional development.
- Other info: Opportunities for career progression and support for industry exams available.
- Why this job: Join a growing team making a real difference in clients' lives with expert advice.
- Qualifications: Experience in financial advisory, strong communication skills, and attention to detail.
The predicted salary is between 40000 - 50000 £ per year.
Vacancy Detail View vacancy list IFA/Client Servicing Administrator Our client provides a broad range of independent advice across financial planning, wealth and investment management services.
As a private equity backed business, there has never been a better time to join them as they continue to grow, acquire and integrate advice businesses across the UK.
They are award winning, regularly in the financial press and are making impactful change to clients lives with their expert regulated advice and guidance.
Responsibilities
- To provide support as required to the financial planners to enable the provision of advice to clients.
- Helping financial planners prepare for client reviews
- Ensuring all client information is up to date on IO.
- Requesting plan information from the respective providers either by post, email or direct from the provider platform.
- Updating contributions and withdrawals
- Validating all funds held within IO, ensuring that unit balances are recorded correctly
- Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges.
- Using the standard templates within IO, create and check the client valuation report and upload to IO.
- Frequently interact with advisers and clients
- Produce client letters as required.
- Answering phone calls
- Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
- To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.
- Create and maintain effective client files.
- New business processing and application submission.
- Engage with training and development as applicable.
Requirements
- Relevant experience working in a financial advisory business
- Good written and oral communication skills
- Methodical and organised
- Computer literate
- Accurate with good attention to detail
- Customer focused
- Drives forward service excellence
- Collaborative and a team player
A very generous salary is being offered, excellent company benefits as well as a professional and encouraging working culture are all available with this national brand.
Opportunities to progress, if desired, can all be discussed further on application such as Paraplanning and beyond. Support for industry exams etc are fully funded.
Home/office hybrid working is fully supported during the working week.
Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates.
Location: Norwich, Norfolk - Hybrid Working | Salary: £32500 - £35000 per year | Job type: Permanent | Posted: 06/03/2026
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IFA/Client Servicing Administrator in Norwich employer: Recruit Wealth Limited
Recruit Wealth Limited is an excellent employer, offering a supportive culture that prioritises employee well-being and professional growth. Located in Taunton, the company provides a range of benefits including hybrid working options, 28 days of holiday, and private medical insurance, making it an attractive place for those seeking a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land IFA/Client Servicing Administrator in Norwich
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit Wealth Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace IFA/Client Servicing Administrator in Norwich
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit Wealth Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit Wealth Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit Wealth Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit Wealth Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit Wealth Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit Wealth Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
