Average Financial Services salary in Norwich

Financial Planning AdministratorLocation: NorwichSalary: £ NegotiableThe OpportunityOur client is a modern, independent financial planning firm seeking an organised and proactive IFA Administrator to join its growing team in Bristol. This is an excellent opportunity for someone looking to build a long-term career in financial services within a supportive and professional environment.Role OverviewThe successful candidate will provide essential administrative support to Financial Planners and Paraplanners, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and a genuine interest in financial planning.Key ResponsibilitiesProcessing new business applications and maintaining accurate client records.Liaising with providers to obtain policy information and updates.Preparing documentation for client meetings, including valuations and reports.Managing client communications and scheduling appointments.Supporting the team with compliance and regulatory requirements.Assisting with annual reviews and updating client files accordingly.Candidate SkillsEssential:Previous experience in an IFA or financial services administration role.Strong organisational and communication skills.High level of accuracy and attention to detail.Proficient in Microsoft Office and CRM systems.Desirable:Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent).Experience with Intelligent Office (IO) would be advantageousA proactive attitude and willingness to learn and grow within the role.Some of the Benefits on offer include:Up to 30 days Annual HolidayPrivate Medical InsuranceFlexible working (can be partly home based)Pension SchemeExam Support

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?

We’re a well-established Independent Financial Advice (IFA) practice supporting predominantly high-net-worth clients, and we’re looking for an experienced Financial Services Administrator to join our friendly, professional team in an Adviser Support capacity.This is more than a typical admin role. You’ll work closely with our Financial Advisers, play a key role in delivering a first-class client experience, and have genuine opportunities to develop and progress your career within a supportive and collaborative environment.What you’ll be doingProviding efficient, high-quality administrative support to Financial AdvisersAssisting with the processing of new business and servicing of existing clientsMaintaining accurate client records on our back-office systemsPreparing client review packs, illustrations and valuationsProcessing documentation in line with agreed service standards and FCA requirementsHandling queries from clients, advisers and colleagues in a professional and timely mannerContributing to a strong client-service culture and consistently high standardsWhat we’re looking forIdeally 3+ years’ experience in financial services administrationExperience within an IFA practice preferredGood understanding of pensions, investments and protection productsConfident working knowledge of Excel, Word and OutlookExperience of Intelliflo Intelligent Office, Elevate and Aviva platforms (desirable, not essential)Excellent attention to detail and ability to manage detailed work accuratelyStrong communication skills with a professional and friendly approachHighly organised, proactive and comfortable working as part of a teamWhat we offerSalary of £25,000–£27,000, depending on experience25 days’ holiday per year (plus bank holidays)Pension schemePrivate medical insuranceFree on-site parkingA supportive, friendly working environment with real scope for progressionIf you’re looking for a role where your contribution is valued and your development is supported, we’d love to hear from you.