Administrator - Financial Administrator in Norfolk, Norwich

Job Description My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Administrator. To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times. Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation. Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures. Ensure all client records and data are maintained accurately and efficiently. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. Certificate in Financial Services or working towards qualification (Desirable) Grade A-C or 9-4 including English and Maths Previous experience in Financial Services (Desirable) Understanding of FCA rules, ethics and financial regulations (Desirable) A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Desirable) Strong IT skills, MS Office Word and Excel Able to demonstrate an adaptable/flexible approach to work within a changing environment 10% pension contribution ~Bupa cash plan, covers medical prescription costs etc. ~21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days ~ Flexibility on working hours and some working from home, subject to a satisfactory probation period.