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, either on a 1 year contract Full time, or Permanently on a part time basis.-

Please note, existing experience within Financial Services is required.-

Typical working hours are Monday to Friday between 9am-5pm. Flexibility available.

Within this role-you will work within a close-knit, friendly administration team, providing support to Financial Advisors 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, providing high standards of service whilst building strong relationships with partners and other contacts.
• Provide administrative and technical support to Advisers,-accurately managing administration tasks and client records
• Ensure compliance protocols are followed and assisting with compliance tasks
• Responsible for business submission using inhouse software
• Supporting with diary management and coordinating appointments
• Preparation of meeting documentation and follow up client meeting notes
• Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
• 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 could be opportunities to progress within this firm for the right candidate.-

A generous package is on offer, including:

• Salary between -26,00032,000 dependant on experience

• Between 23-25-days annual leave plus bank holidays
• Opportunity to earn more holiday through time in lieu
• Potential for study support
• 10% employer contribution
• Health Cash Plan
• Employee Assistance Programme
• Life Assurance in Service
• Free Parking Onsite
• Eye Test Contribution
• Sick Pay Scheme
• Opportunities for development if interested
• Paid Volunteering days
• A supportive, friendly and motivating team

and more

Please apply online with your updated CV as soon as possible if you''re interested in this great opportunity.-

Contact Nikki @ Noodle Talent Partners for more information.

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