Financial Services Administrator

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis.

Please note, existing experience within Financial Services is required.

Working Monday to Friday, 37.5 hours per week from Monday to Friday 9am-5pm. Part time may be considered if above 30 hours per week.

Within this role you will work within a close-knit, friendly administration team, providing support to Financial Advisors and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis.

• Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
• Provide administrative and technical support to Advisers and the Partner, accurately managing administration tasks and client records
• Ensure compliance protocols are followed and assisting with compliance tasks
• Responsible for business submission using inhouse software
• Supporting with diary management and coordinating appointments
• Preparation of meeting documentation and follow up client meeting notes
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively.

There could be opportunities to progress within this firm for the right candidate.

A generous package is on offer, including:

• Salary between 26,000- 32,000 dependant on experience

• 20 days annual leave plus bank holidays, rising by 1 day per each year of service, upto 25 days
• 2 extra days leave at Christmas, at discretion of management
• After 2 years' service, you will receive your birthday off too if it falls on a weekday.
• Free Parking
• Eye Test Contribution
• Sick Pay Scheme
• Pension
• A supportive, friendly and motivating team

Please apply online with your updated CV as soon as possible if you're interested in this great opportunity.

Contact Talent Partners for more information.

Financial Services IFA Estate Planning Wealth Administration Client Services