Average Financial Services salary in Norwich

Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team. The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice. Duties for this role will include: You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firmYou will be responsible for business submission using relevant software.Due to the regulatory environment we work within you will need to ensure that new business and tasks are processed in a timely wayYou will be given full on the job training. There will also be the opportunity for professional development and career progression for the right candidate The candidate: This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do’ working styleIdeally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and developYou have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.

Financial Services / Wealth Management Administrator Norwich £26,000 - £30,000 A position has arisen at an award winning Financial Services organisation based in Norwich. They are looking to appoint an experienced Financial Services Administrator. The position is full time and based their head office in Norwich The role includes, all aspects of Investments, Financial Planning and Insurance Administration, including keying in applications ensuring all necessary documentation is completed with a high degree of accuracy. Routine liaison with product providers, insurance companies and clients alike, ensuring that all cases are managed from the initial application through to completion. You will be working closely with the Administration team, Advisers and the Directors on a daily basis. Good keyboard skills and attention to detail is essential and previous Financial Services / Insurance Administration experience is advantageous. Salary negotiable depending upon experience. For more information please send your CV to Douglas McDougall

Are you a detail-oriented and proactive professional with a passion for financial services administration? If so, we have an exciting opportunity for you to join our dynamic team as a Financial Services Administrator for our client based in Norwich. This role can be full-time or part-time over 5 days per week. Key Responsibilities: Letter of Authority Management: Issue and chase letters of authority efficiently to facilitate smooth communication with external parties. Client Interaction: Proactively chase financial information from clients, handle client telephone calls, answer basic queries, and refer more complex matters to advisers as needed. Network Administration: Liaise and collaborate with the networks admin team, ensuring seamless communication and cooperation. Adviser Support: Provide support to advisers, potentially assisting with FE analytics and pension reports. Assist new advisers in getting registered on platforms. Client Meetings: Prepare and book client review meetings, including organising relevant paperwork. Manage diaries and book initial meetings for advisers. Skills and Qualifications: Financial Services Knowledge: A solid understanding of financial services administration, including experience with letter of authority processes, client interaction, and adviser support. Organisational Skills: Proven ability to manage diaries, schedule appointments, and coordinate meetings efficiently. Communication Skills: Strong written and verbal communication skills, with the ability to interact professionally with clients and internal teams. Proactivity: A proactive approach to chasing information and resolving issues, with a keen eye for detail. Tech Savvy: Proficiency in relevant software and tools. Client Focus: A customer-centric mindset, ensuring excellent service delivery and responsiveness to client needs. Please apply online or contact Sam Holt at Big Sky Additions for further information.