Full job descriptionAre you an experienced IFA Administrator looking to join one of the UK’s fastest-growing wealth management businesses?
Recruit UK are working with a rapidly expanding organisation that provides services across the entire wealth management value chain. Backed by private equity and driven by an ambitious acquisition strategy, offering the perfect blend of entrepreneurial energy, long-term stability, and genuine career development opportunities.
Due to continued growth, they’re looking to add a Financial Planning Administrator to their Norwich office. This is an excellent opportunity to join a forward-thinking business where you’ll play a key role in supporting advisers and delivering exceptional outcomes for clients.
What’s on offer:
*Salary of up to £35,000 (depending on experience)
*Hybrid working (3 days office / 2 days home)
*Opportunity to join a rapidly growing, acquisitive wealth management group
*Strong career progression prospects within a growing business
*Supportive and collaborative team environment
*Ongoing training and professional development
*Exposure to a broad range of financial planning and wealth management work
*Dog-friendly office
Key Responsibilities
*Support advisers in preparing for client review meetings
*Maintain accurate client records and plan information within Intelligent Office (IO)
*Request and obtain information from providers, ensuring deadlines are met
*Produce client valuations, reports, and review documentation
*Process new business applications and submissions
*Liaise with product providers to progress cases through to completion
*Handle client and provider queries via phone and email
*Produce client correspondence and supporting documentation
*Maintain compliant and accurate client files
*Work closely with advisers and colleagues to deliver exceptional client service
What we’re looking for:
*Minimum 1 year’s experience supporting a Financial Adviser
*Previous experience within financial services or a regulated environment
*Client-focused with a commitment to service excellence
*A collaborative and proactive approach to work
*Experience using Intelligent Office (IO) would be advantageous
If you’re looking for a role with genuine progression opportunities, flexibility, and the chance to join a business that’s making a real impact in the wealth management sector, we’d love to hear from you.
Job Type: Full-time
Benefits:


*Company events
*Private medical insurance
*Profit sharing
*Sick pay


Application question(s):


*Do you have at least a year experience as an administrator within a Financial Advice firm?


Work Location: Hybrid remote in Norwich