Average Financial Administrator salary in Norwich

We are working with a rapidly growing financial services firm seeking ambitious, recently qualified advisers to join their expanding team. This is a fantastic opportunity for individuals from a support or administrative background who are diploma-qualified and eager to transition into a client-facing Financial Adviser role, or for early-career advisers looking to take the next step.Why this role?Full training and ongoing development through an in-house academy, ensuring you are fully supported in building your career.Work with a ready-made client base - no need to start from scratch - and develop long-term relationships providing financial guidance.Collaborative, inclusive culture with modern offices, annual company events, and a strong focus on professional development and employee well-being.What you'll do:Conduct client fact-finding meetings and financial reviews to understand objectives, risk appetite, and circumstances.Build tailored financial plans covering investments, pensions, protection, and estate planning.Provide advice on regulated investment products, including ISAs, SIPPs, bonds, OEICs, ETFs, and discretionary fund management.Support retirement and pension planning, including draw-down strategies and tax-efficient solutions.Recommend protection solutions such as life assurance, income protection, and critical illness cover.Maintain long-term client relationships through ongoing reviews and proactive advice, ensuring compliance with FCA regulations and Consumer Duty requirements.Who we're looking for:Diploma-qualified (Level 4 minimum) and ideally with experience in financial services.Coachable, curious, and motivated to grow in a structured career path.Strong interpersonal skills with the ability to explain complex financial matters clearly.Analytical and organised, with attention to detail and a client-first approach.Location: Norwich - two-week induction provided, hotel included. This is an exciting opportunity to join a fast-growing firm in Norwich, gain structured training, work with a wide client base, and accelerate your career. Don't miss out - apply today!Contact: Ellie SedgwickVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Financial Planning Administrator Norwich - Hybrid Working (3 days office / 2 days WFH) Salary: Up to £28,000 9% Pensions30 days holiday + Bank Holidays An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a national, whole of market Chartered Firm of Financial Planners. This role offers a great balance of office and home working, alongside a competitive benefits package and strong career development prospects.The Role You will play a key role in supporting Financial Advisers and clients, ensuring a smooth and efficient process from initial enquiry through to ongoing servicing. This is a varied and busy position, ideal for someone who enjoys working in a collaborative environment and delivering high-quality client support.Key ResponsibilitiesPrepare files for new and existing client reviews, including valuation reports Process new business applications, withdrawals, drawdown cases, and fund switches Ensure all client files remain compliant at all times Maintain and update client records on back-office systems (Intelligent Office) Gather and organise information on existing plans to support adviser reviews Prepare and structure correspondence to clients and providers Arrange client meetings and manage adviser diaries Liaise with providers and third parties, including chasing Letters of Authority Handle general client servicing queries and administrative duties Meet and greet clients attending face-to-face appointments Ensure all work aligns with FCA Conduct Rules and regulatory standards Skills & ExperiencePrevious experience supporting advisers within a wealth management environment Strong knowledge of pensions and investment products Proficient in Microsoft Office (Word, Excel, Outlook) Excellent communication skills, both written and verbal Highly organised with the ability to manage workloads and meet deadlines Experience using Intelligent Office is desirable Working towards CII Level 4 qualification is advantageous What’s on OfferSalary up to £28,000 9% annual bonus 30 days holiday plus bank holidays Hybrid working model Supportive team environment with opportunities for progression If you are an organised and proactive Financial Planning Administrator looking to take the next step in your career, this is a fantastic opportunity to join a growing and supportive business.Apply today via NJR Recruitment or call quoting the reference NJR16593.Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.

My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Administrator.Job summary To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times. Key responsibilities Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation. Process and monitor new business and ‘top ups’ to existing business through to completion. Prepare client valuations and review packs 2 weeks ahead of client meeting dates. Process all post-review related paperwork and prepare relevant correspondence as required. Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures. Ensure all client records and data are maintained accurately and efficiently. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. Send out letters of authority and correspondence to clients, professional introducers and other third parties. Prepare new client meeting packs. Calculate fees, raise client invoices and chase outstanding fees as required. Effective management of day-to-day work through the company’s workflow system. Other general administration duties as assigned. Role requirements Certificate in Financial Services or working towards qualification (Desirable)Grade A-C or 9-4 including English and MathsPrevious experience in Financial Services (Desirable)Understanding of FCA rules, ethics and financial regulations (Desirable) A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Desirable)Strong IT skills, MS Office Word and ExcelExcellent organisational and communication skillsGood numeracy skillsAttention to detailAble to demonstrate an adaptable/flexible approach to work within a changing environmentAbility to work within a team environmentInter-personal skills, both written and verbalExperience of using IO (Desirable)Benefits- excellent pension contribution - 4 x death in service- Bupa cash plan, covers medical prescription costs etc.- 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days- Support with professional qualifications- Flexibility on working hours and some working from home, subject to a satisfactory probation period.