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- Tasks: Support financial planning by preparing applications, reports, and liaising with advisers.
- Company: A friendly, family-run Independent Financial Services firm in Blofield, Norwich.
- Benefits: Salary between £25,000 – £30,000, flexible hours, and ongoing professional development.
- Why this job: Join a supportive team where your growth and contributions are genuinely valued.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Great opportunity for career progression in a collaborative environment.
The predicted salary is between 25000 - 30000 £ per year.
Join my client in a flexible, full or part-time position where you can deepen your expertise in financial planning within a supportive, family-run environment. Progression has created this opportunity — a Financial Services Administrator role where your experience is truly valued and your development genuinely supported.
This role offers the chance to play a key part in a growing Independent Financial Services firm based in Blofield, Norwich. You’ll be preparing and submitting new business applications, producing portfolio reports, processing trades and liaising closely with advisers and paraplanners — giving you real exposure across the full client journey.
Your existing financial services experience will allow you to step straight into supporting an established client bank while further strengthening your compliance knowledge, back-office expertise and client communication skills. This position would suit someone who enjoys being at the heart of a busy office, takes pride in maintaining accurate records and thrives when organising diaries, coordinating appointments and keeping processes running smoothly.
Experience within financial services means you’ll feel confident navigating AML, TCF and compliance procedures while building trusted relationships with providers and clients alike.
In return, you can expect:
- £25,000 – £30,000 salary (depending on experience)
- Flexible working hours – full or part time considered
- Ongoing professional development and exam support
- A supportive, family-run business where progression is encouraged
My client is a respected and friendly firm where internal progression is real — this role itself has been created due to career development within the team. You’ll be joining a collaborative environment where your contribution matters and where long-term careers in financial planning are genuinely nurtured.
If you’re an experienced Financial Services Administrator looking for a role where you can grow, develop and feel part of a close-knit team, contact Select Recruitment today to find out more.
Financial Services Administrator employer: Select Recruitment Specialists Ltd
Contact Detail:
Select Recruitment Specialists Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you show that you're not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to compliance and client communication. Being articulate about your experience will boost your confidence and make a great impression.
✨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 familiar faces from our community making strides in their careers.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services background and any relevant achievements to show us you’re the perfect fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in this Financial Services Administrator position and how your experience aligns with our needs. Keep it friendly and professional!
Showcase Your Communication Skills: Since this role involves liaising with advisers and clients, make sure to demonstrate your communication skills in your application. Use clear and concise language, and don’t forget to proofread for any typos!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Select Recruitment Specialists Ltd
✨Know Your Financial Stuff
Brush up on your financial services knowledge, especially around AML, TCF, and compliance procedures. Being able to discuss these topics confidently will show that you’re not just familiar with the role but also passionate about it.
✨Showcase Your Organisational Skills
Since this role involves coordinating appointments and maintaining accurate records, be ready to share examples of how you've successfully managed similar tasks in the past. Highlighting your organisational prowess can set you apart from other candidates.
✨Demonstrate Team Spirit
This position is all about collaboration, so be prepared to talk about your experiences working in a team. Share stories that illustrate how you’ve contributed to a supportive environment and built strong relationships with colleagues and clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and opportunities for professional development. This shows that you’re genuinely interested in the role and eager to grow within the firm, which aligns perfectly with their values.