Senior Financial Administrator

Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact?

We’re working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team.

This is more than just an admin role, you’ll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service.

What you’ll be doing:

·        Providing full sales and technical support to Financial Planners

·        Managing new and existing life, pension and investment business

·        Overseeing file quality and regulatory compliance

·        Supporting and supervising administration team members

·        Assisting with training, onboarding and process improvements

·        Acting as a key point of contact for client and internal queries

What we’re looking for:

·        Strong knowledge of pensions, investments and life assurance products

·        Experience supporting Financial Advisers in a regulated environment

·        Certificate in Financial Planning (or working towards)

·        Confident communicator with excellent client service skills

·        Experience using back-office systems (Iress desirable)

·        Ability to thrive in a busy, fast-paced environment

This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment.

If you’d like to find out more, get in touch for a confidential conversation.