Senior Financial Administrator
Posted 6 hours 21 minutes ago by Focus Search and Selection
Senior Financial Administrator
Are you an experienced Financial Services professional ready to step into a senior support role where you can truly make an impact?
We're working with a well-established and highly respected financial planning business in Norwich that is looking to appoint a Senior Financial Admin to support its growing advisory team.
This is more than just an admin role, you'll play a key part in supporting Financial Planners, overseeing administration processes, mentoring team members, and ensuring the highest standards of compliance and client service.
What you'll be doing:
- Providing full sales and technical support to Financial Planners
- Managing new and existing life, pension and investment business
- Overseeing file quality and regulatory compliance
- Supporting and supervising administration team members
- Assisting with training, onboarding and process improvements
- Acting as a key point of contact for client and internal queries
What we're looking for:
- Strong knowledge of pensions, investments and life assurance products
- Experience supporting Financial Advisers in a regulated environment
- Certificate in Financial Planning (or working towards)
- Confident communicator with excellent client service skills
- Experience using back-office systems (Iress desirable)
- Ability to thrive in a busy, fast-paced environment
This is an excellent opportunity for a senior administrator or planner support professional who wants greater responsibility, leadership exposure, and the chance to shape team standards in a forward-thinking financial planning environment.
If you'd like to find out more, get in touch for a confidential conversation.