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Larking Gowen
Norwich
If you're an enthusiastic individual with an interest in finance and strong organisational skills, this could be the perfect role for you! This is an exciting opportunity for a Finance Administrator to join our Norwich office, where you'll be supporting the finance team with accounting and administrative functions. Why Larking Gowen? Join our f
Job Source: Larking GowenAnglian Home Improvements
Norwich
We are currently seeking an Office Administrator to join our thriving team at Anglian Home Improvements, a leading provider of home improvement solutions. As an Office Administrator, you'll be at the heart of our operations, ensuring seamless coordination and outstanding customer service. We're looking for a detail-oriented and customer-focused Of
Job Source: Anglian Home ImprovementsAd Warrior
Norwich
Sale Administrator Location: Longwater, Norwich Salary: circa £24,000 per annum (Dependent on experience) The Role The successful Sales Administrator will manage all sales related administrative tasks & internal procedures ensuring that all sales orders are dealt with quickly and efficiently. The successful candidate will liaise with customers, s
Job Source: Ad WarriorAnglian Home Improvements
Norwich
Opportunity to join a busy and exciting commercial business within the Term Contracts team. We are a national company that provides a local service to Housing Association, Public Sector and Private sector clients. We are looking for a Term Contract Administrator and this role will: Be responsible for administration and pricing client Term Contract
Job Source: Anglian Home ImprovementsTodd Hayes Ltd
Dereham
Finance Administrator. Our client located in Dereham area, are recruiting a Finance Administrator. You need proven accounts experience and knowledge You will be working in a small friendly team You need proven knowledge of Microsoft Office and Excel and to be computer literate You need to be organised and able to work on your own initiative. The ro
Job Source: Todd Hayes LtdITonlinelearning Recruitment
Norwich
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We do this using our specialised programme looking at placing candidates into gateway project management positions to bu
Job Source: ITonlinelearning RecruitmentNHV Group
norwich, england, United Kingdom
The Technical Records Administrator will be responsible for scanning of Airworthiness Documentation, filing of Airworthiness Records, inputting relevant data into the Rusada system to help maintain Aircraft Forecast Lists to enable continuous maintenance planning through the Aircraft Maintenance Program. To compliance check airworthiness records fo
Job Source: NHV GroupMarsh
norwich, england, United Kingdom
Company: Marsh Description: Marsh is a global leader in insurance broking and risk management. Our Risk Management practice is seeking candidates for the following position based in the Norwich office: Multinational Insurance Administrator What can you expect ? Are you looking for a client services and administration position within the insura
Job Source: MarshUnited Kingdom
My client is an Independent Financial Advice firm with offices in Norfolk and Suffolk, they have been trading for all most twenty years. First and foremost, they value their clients and serving them to the best of their ability by giving them unbiased holistic advice on a range of products.
My client is ideally looking to recruit an experienced financial services administrator however they will also consider candidates from a transferable skill set and background such as mortgage administration.
The role
The hours of work will be 37.5 hours, Monday - Friday based in my clients office just ten minutes east of Norwich’s outskirts .
Role duties
PA and general admin duties
You will organise and diarise meetings on behalf of the advisers.
You will work with the advisers to prioritise tasks.
You will answer calls and email queries as appropriate and act on all non-technical queries.
Client servicing and meeting preparation
You will use appropriate systems and processes to submit new business to providers.
You will assist with the preparation of meeting packs for client meetings including for new business and annual reviews.
You will prepare illustrations, valuations, application forms and other documents for client signing or approval.
You will submit fund switches, rebalances, new business etc with a number of different platforms and providers.
You will liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed, as necessary.
You will analyse existing products including investments, pensions, protection, mortgages, and equity release.
You will conduct product and fund research.
You will suitability reports of varying complexity for adviser approval.
You will schedule and manage follow up tasks relating to client meetings and business submissions using Intelligent Office to monitor and accurately record tasks.
You will ensure all client information (including meeting notes) is accurately maintained on Intelligent Office and other systems where appropriate.
You will ensure client agreements, service propositions etc, are in place and are signed, documented and saved to Intelligent Office.
You will assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
You will record and file all relevant correspondence.
Required skills and experience.
3+ years’ experience in an IFA administration role (desirable).
Sound technical knowledge covering pensions, investments, and protection. Mortgage and equity release knowledge (desirable).
Demonstrable experience of delivering client service at the highest level.
Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
Relevant industry qualifications (desirable).
Competencies
Learn quickly and have the confidence to take responsibility for own workload.
Work to pressing deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload and complex client needs.
Assist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skills.
Work well under own initiative, with a common-sense approach to problem solving.
Benefits
From £22,000 to £27,500 depending on experience and qualifications.
25 days holiday plus bank holidays.
Annual vote whether to close the office between Christmas and New Year.
Annual discretionary bonus (paid for the last 10 years).
Free parking.
Support for taking relevant exams.
IFA Administrator jobs in United Kingdom
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