Financial Services Administrator

Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis.

Working Monday to Friday, 37.5 hours per week within office times, with option for flexibility on the hours.

Within this role you will work within a close friendly team, providing support to Financial Advisors & Wealth Managers and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis. 

• Handling client communications and enquiries via email and phone, provising high standars of service whilst building strong relationships with partners and other contacts.


• Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged. 


• Supporting with diary management


• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)


• Assist with compliance tasks


• Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner

We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively. 

There are lots of opportunities to progress and develop within this firm, with full funding for training & qualifications, paid study and exam time, and a continuous career path.

A very generous package is on offer, including:

• Salary between £25,000-£36,000 dependant on experience


• Annual salary reviews


• Bonus opportunity


• 23 days annual leave, increasing with years of service


• Health care scheme


• Private Medical insurance


• Employee Assistance Program


• Discount on Gym & Leisure


• Cycle to work scheme


• Social events (paid by the company)


• Full training and career development opportunities


• A supportive, friendly and motivating team


• and much more!

Please apply online with your updated CV as soon as possible if you're interested in this fantastic opportunity- do not miss out!

Contact Nikki @ Noodle Talent Partners for more information.

Financial Services | IFA  | Estate Planning | Wealth | Administration | Client Services