Average Financial Services salary in Norwich

Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out paraplanning duties previously but this would be advantageous); as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner. Main purpose of the role This role is to support one of the company’s Directors, a qualified and experienced Financial Planner with a wealth of experience and knowledge as well as a large number of clients to service, this role will be to assist them in servicing their clients in the most efficient and professional way. This vacancy has arisen due to internal progression and whilst you will be supported should you wish to progress into advice, this is not a prerequisite of the role should you be happy in a more administrative position. Key Experience - You must have relevant industry experience; therefore, you would need to currently or have very recently worked in an IFA practice in a similar role. - PA experience may be advantageous e.g. organising travel, taking calls and managing emails of a Director. - You will be an extremely organised and efficient individual with a keen eye for detail able to prioritise your own workload. - You will be experienced in meeting with clients face to face. Key Tasks You will assist in the preparation of New Business FilesYou will submit New Business files as well as the data input of any recommendations made/client details on the back-office system.You will be involved in the post-sale communication, contacting providers for updatesYou will help manage the review process - Booking in client reviews (if and when required) - Completion or management of completion of the portfolio review report - Action the outcome of the review and audit of the review You will deal with any client change of agency and information collectionYou will manage the Financial Planners diary including the booking of appointmentsYou will deal with the emails’ of both yourself and the AdviserYou will ensure income reconciliation is correct and check income statements regularlyYou will deal with lead management - Contacting clients (if and when required) - Updating the back-office system appropriately - Feeding back to marketing team or introducer (if required) You will assist foresight with client management/appointment booking (if required)You will answer general queries and requests from clients over the phone and by emailYou will submit requests to the business support teamYou will carry out the completion of draft suitability reports Key Responsibilities You will ensure your Adviser meets with company standard compliance requirements.You will ensure all service levels are met for relevant clients and audited correctlyYou will ensure you understand their adviser’s business and activity target for the year and log/monitor the relevant figures associated.You will ensure you understand the current business goals & objectivesYou will ensure that all data added to the back-office system is correct and up to date where available.You will ensure that you understand workload requirements by associated group resources. Key Knowledge and Skills Understand and demonstrate company standard level of skills on all applicable software systemsUnderstand and demonstrate company standard level of knowledge of internal and regulatory compliance requirementsHave suitable knowledge on Money Laundering, the company complaint process and TCF.You will have good Customer relationsYou will have good IT skillsYou will have excellent Time Management skillsYou will have great attention to detail and excellent accuracyYou will be able to manage and initiate workloadYou will have good communication skills and be able to deal with people at all levels Benefits Hours of work - 9:00 - 17:30 Monday to Friday 21 days holiday plus bank holidays (Christmas period is not full time hours and skeleton staff is required) additional day every 2 years (Max 3) * holiday may be negotiable for the right candidate Pension - 3% employee and 6% employer Four times Death in Service Income protection pay Cycle to work scheme Free parking Free access to a financial adviser Sick pay (up to 4 weeks) Qualifications funded and supported by a professional external training company with a 90% plus, firs time pass rate.

My client is a market leading, award winning and hugely respectable business based in the heart of the Financial Services sector here in Norwich, they had been successfully trading for over twenty years. If you're looking to transfer your financial service skills and experience to a role that is unique and different, you have an eye for detail and are naturally methodical then read on... Due to growth of business they now require a Financial Research Analyst to join their expanding team. This presents a great opportunity to join a high quality financial analysis team. The department encompasses analysis across all personal finance products. There is also considerable scope for the successful applicant to add value to the business in terms of process improvements. You will be expected to learn quickly, with the view to gaining extensive knowledge of the financial services industry and the products on offer and ideally will be able to work to a high standard across a number of different product areas. A key role, you will be in regular contact with financial institutions via the telephone to obtain up to the minute information for online publication and print. You will be collecting up to date information, analysing it and using the information gained to feed to the clients so they are kept instantly and continuously up to date with the money markets. You will either have preferably been in a financial based role from the retaiol banking sector, dealing with personal finance and savings. In addition to the salary there is the following; 25 days holiday per annum plus Bank Holidays Hours of work are 9-5 Monday to Friday (no weekend work) Enhanced Workplace Pension Scheme Free staff car parking Group Life Insurance Key Responsibilities • Financial data input / extraction and analysis • Identify and deliver automated data solutions and work arounds to improve data efficiency • Production of financial charts and figures for national press publications • Relationship management with financial services providers with regards the provision of data • Analysis and selection of Best Buys products and features • Summarising national financial news and product changes • Analysis support for internal projects and investigations • Subject matter expert for product area • Ability to work together as part of a team to deliver up to date financial information to short time-scales Personal Specification • Excellent MS Excel skills & macro writing ability (desirable) • Knowledge and experience of the financial services industry and products (desirable) • A focus on numerical accuracy is key for the role • Ability to handle large volumes of data in a clear and structured way • Good communication and relationship management skills • Analytical and methodical approach to problem solving • Ability to seek and identify efficiency improvements that deliver benefits to the business • Able to set high personal standards, use initiative, persuade others, recommend improvements and influence strategy • Articulate and customer focused • Ability to multi-task and work under pressure Please apply if you think this is the right role for you?

My client is a well-established Financial Planning Practice with offices in an attractive rural location, just north of the city of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for an experienced Financial Services Administrator to join their established Client Services Team. Salary - £24,000 to £30,000 depending on experience and qualifications Working hours - Monday to Friday - initially 9am to 5pm with flexible working arrangements once initial training completed. Total Hours per week -37.5 hours Main Responsibilities Summary of Role To deal with day-to-day administration requirements of the business to deliver my clients Service Level Agreements and achieve great Key Performance Indicators. Handle day to day post routines including: - Scanning and filing relevant postFranking and preparing post out General Office Duties including: - Answering calls and taking messagesDealing with client queriesUpdating 'task’ management systemUpdating our back-office systemWelcoming visitors, making refreshmentsManaging adviser’s appointments Adviser Support including: - Requesting and collating plan informationAssisting in client meeting preparationPreparing client letters and illustrationsLiaising with clients and providers Ongoing Client Reporting and Review Documentation including: - Producing and sending portfolio reports to clientsPreparing review documents for adviserPreparing fund performance information Trading and New Business Processing including: - On-line submission of pension and investment applicationsBuying and selling trades on Investment PlatformsSubmitting client’s income requirementsFund switch trading on investment platformsChecking completion of all tradesMedical underwriting applications with clients for life cover Professional Qualifications: To be working towards the Diploma or willing to start the exams. Qualification Requirement Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.Desirable - A Levels - 2 subjects C or above or equivalent Minimum Experience Candidate will need a minimum of 2 years’ experience within a similar role. Desired skills and personal qualities Communication skillsAttention to detailProblem solving skillsPresentation skillsAdministrative skillsAnalytical skillsTeam workingPatienceProfessional email/letter writing Benefits Package:- Competitive SalaryBonus schemeDeath in ServicePension Contributions25 days holiday