Job Description
An established and respected wealth management and financial planning firm in Norwich is seeking an experienced IFA Administrator to join its operations team. This role will provide key administrative support to Financial Advisers and the Operations Manager, helping ensure the smooth delivery of high-quality financial planning services.
Role Overview
You will support advisers across the full client journey, including new business processing, investment and pension administration, and client servicing. The role requires strong attention to detail, excellent organisation, and the ability to manage multiple tasks within a busy financial planning environment.
Key Responsibilities
* Provide administrative support to Financial Advisers and the Operations Manager
* Prepare documentation and information for client meetings and annual reviews
* Assist with basic report writing and client correspondence
* Submit new business and top-up applications to provider platforms
* Process investment and pension transactions, including fund switches, purchases, sales, and income withdrawals
* Submit Letters of Authority (LOA) and liaise with providers
* Maintain accurate records on the Intelligent Office (Intelliflo) back-office system
* Communicate with clients and provider platforms regarding transactions and queries
* Support the wider team with general administration and ad hoc projects
Requirements
* At least 1 year’s experience within an IFA or financial planning environment
* Experience with new business processing and financial services administration
* Experience using Intelligent Office (desirable)
* Strong IT skills and ability to learn new systems
* Excellent organisation, communication, and attention to detail
* Ability to manage workload independently and work effectively within a team
Benefits
* Salary £30,000 – £32,000
* Join a well-established wealth management firm
* Supportive and collaborative team environment
* Opportunity to develop your career within financial planning and wealth management