Senior Financial Administrator, Permanent, Norwich City Centre, up to £27,000 DOE
Location: Norwich
Salary: £27,000
Conditions: 37.5 hrs per week
Reference: R13/1070
Posted on: 3 September 2021

R13 are working in partnership with a well-respected and highly established financial advisory organisation, with offices based in the Norwich city centre (free parking offered on-site). This is an opportunity for an experienced individual to join an impressive client services support team who have a wealth of knowledge and expertise.

Main accountability will be to support the business to ensure that the clients receive the highest level of service at all times. You will provide 1:1 support to an experienced Wealth Manager, ensuring all client information is accurate and kept up to date and that the client is the focus of your work.  You will be expected to arrange plans and investment funds as recommended by the Wealth Manager and provide administrative and technical advice to enable them to advise their clients accordingly.

Duties to include:

  • Providing integral administrative support to the business.
  • Liaising with clients and product providers via telephone, letter and email.
  • Handling client queries promptly and clearly.
  • Preparation of client files, meeting notes and plan information on behalf of colleagues.
  • Accurately inputting client information onto internal systems.
  • Providing appropriate documentation to enable changes to be processed.
  • Arranging the set-up of all policies and plans and producing plan information.
  • Buying and selling funds and other investments. 
  • Calculating portfolio performance and other analytical work.
  • Meeting and greeting clients upon arrival to the office.
  • Providing telephone cover for other areas of the business when required.
  • Ad-hoc duties as required.

You will have/be:

  • Financial Services qualification’s or equivalent.
  • Exp. gained in an IFA environment/Financial Services in a complex supportive role is essential.  
  • Working knowledge of Financial Products and/or Financial Planning Tools.
  • An understanding of FCA rules, ethics and financial regulations.
  • Ability to manage and juggle a complex workload.
  • Ability to effectively prioritise workload in order to meet deadlines.
  • Excellent communication skills, ability to liaise at varying levels.
  • Ability to work within a team environment.

The is a full time, permanent role working 8:30am-5:00pm, Monday – Friday. Supportive learning and development opportunities offered for the right individuals, clear objectives, and structure in how to achieve. Highly competitive benefits package including free parking on site, employer assistance program, pension, death in service, 23 days holiday increasing year on year to 33 (including BHs), private medical cover & cycle to work scheme. The offered salary for this role is up to £27,000 dependant on experience.

How to apply:

To hear more details about this fantastic opportunity please email your CV to Ed Bott  – Recruitment Specialist at rthirteen recruitment. 

About rthirteen:

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