Job Description My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team. Working hours β Monday to Friday β initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home). You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators. General Office Duties including: - Updating my clients back-office system Preparing client letters and illustrations Preparing fund performance information On-line submission of pension and investment applications Buying and selling trades on Investment Platforms Fund switch trading on investment platforms Medical underwriting applications with clients for life cover You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies. Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above. Desirable β A Levels - 2 subjects C or above or equivalent Desired skills and personal qualities Professional email/letter writing A competitive Salary of Β£25,000 to Β£35,000 (dependent on experience and qualifications) ~ Bonus scheme ~ Pension Contributions ~25 days holiday
Locations
Financial Services Administrator- Full or Part Time in Norfolk, Norwich employer: Service Service Employment Agency Limited
Join a supportive and close-knit team at a local insurance broker in Norwich, where your contributions to customer service will be valued and rewarded. With competitive salaries, generous holiday allowances, and opportunities for hybrid working, this role offers a perfect balance of professional growth and personal well-being. Enjoy additional benefits such as monthly bonuses, a BUPA cash plan, and a strong commitment to employee development in a friendly work environment.
Contact Details:
Service Service Employment Agency Limited Recruitment Team