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Job Title: Junior Financial Adviser \n Location: Norwich (Hybrid) \n Salary: £35,000 to £60,000 plus bonus \n Reference Number: 10485 \n Recruit UK is partnering with a well-established independent financial planning and wealth management firm that is expanding its adviser team in Norwich. \n We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrator, mortgage adviser, who are looking to take the next step into a client-facing financial advice role. \n This is an excellent opportunity to join a supportive business that offers comprehensive training, mentoring and ongoing development to help you build a successful career as a Financial Adviser. \n Responsibilities: \n\n • Build and maintain long-term relationships with clients\n, • Identify clients’ objectives, priorities and attitude to risk\n, • Provide suitable holistic financial advice\n, • Advise across investments, pensions, protection and retirement planning\n, • Work closely with the paraplanning, administration and compliance teams\n\n What’s in it for you: \n\n • Salary up to £35,000 - £60,000 with attractive OTE\n, • 22 days’ holiday plus bank holidays (increasing with service)\n, • Income protection, 4 x DIS\n, • Gym and cycle schemes\n, • Enhanced family leave\n, • Volunteering day\n, • Onsite parking\n, • Support with professional development\n, • In-house training and progression opportunities\n, • Paraplanning and administrative support\n, • Access to clients and leads\n\n Skills and experience required: \n\n • Level 4 Diploma in Regulated Financial Planning\n, • Full, clean UK driving license (Required)\n, • Strong relationship-building skills\n, • Strong technical knowledge of investments and pensions\n, • Comfortable working within a regulated environment\n, • Able to commute to the relevant office at least twice per week\n\n \n Get in touch or apply online to find out more about this opportunity

My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Administrator. \n Job summary \n To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times. \n Key responsibilities \n Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation. \n Process and monitor new business and ‘top ups’ to existing business through to completion. \n Prepare client valuations and review packs 2 weeks ahead of client meeting dates. \n Process all post-review related paperwork and prepare relevant correspondence as required. \n Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner. \n Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures. \n Ensure all client records and data are maintained accurately and efficiently. \n Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. \n Send out letters of authority and correspondence to clients, professional introducers and other third parties. \n Prepare new client meeting packs. \n Calculate fees, raise client invoices and chase outstanding fees as required. \n Effective management of day-to-day work through the company’s workflow system. \n Other general administration duties as assigned. \n Role requirements \n Certificate in Financial Services or working towards qualification (Desirable) \n Grade A-C or 9-4 including English and Maths \n Previous experience in Financial Services (Desirable) \n Understanding of FCA rules, ethics and financial regulations (Desirable) \n A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Desirable) \n Strong IT skills, MS Office Word and Excel \n Excellent organisational and communication skills \n Good numeracy skills \n Attention to detail \n Able to demonstrate an adaptable/flexible approach to work within a changing environment \n Ability to work within a team environment \n Inter-personal skills, both written and verbal \n Experience of using IO (Desirable) \n Benefits \n • excellent pension contribution \n • 4 x death in service \n • Bupa cash plan, covers medical prescription costs etc. \n • 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days \n • Support with professional qualifications \n • Flexibility on working hours and some working from home, subject to a satisfactory probation period. \n

My client is one of the county’s leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff; their reputation is second to none. \n As a reputable Financial Planning firm, they are looking to grow their existing team of administrative professionals who support their team of Advisers. \n This is an excellent opportunity to build your career in Employee Benefits within a supportive company offering a clear career development plan. Whether you aim to progress towards becoming a Client Consultant or deepen your expertise as an Employee Benefits Administrator, my client will support your ambitions every step of the way. \n You’ll be: \n Working on a portfolio of corporate clients within my clients Employee Benefits Team, supporting the delivery and ongoing servicing of a range of group risk, individual & business protection, and workplace pension schemes. \n Your role will involve: \n\n • You will assist with the preparation of reports, market reviews, and provider research in advance of client meetings.\n, • You will support my clients Consultants/Advisers by ensuring all documentation and reports are complete and accurate.\n, • You will complete post-meeting follow-ups, including liaising with clients and providers to process new business such as group scheme installations, renewals, and amendments.\n, • You will maintain and update client records and scheme administration systems, ensuring data integrity and compliance with regulatory standards.\n, • You will recommend and implement improvements to internal systems and processes to enhance client service delivery.\n, • You will organise and supporting every client interaction efficiently and professionally, in line with company standards, ensuring all tasks are completed prior to Consultant/Adviser review.\n\n About you: \n\n • Ideally, you will already have or be willing to study towards a relevant Employee Benefits or Financial Planning qualification (such as CII’s R0 exams or Group Risk specific qualifications).\n, • You will have at least 2 years’ experience in a Financial Services administration role—preferably in an IFA, consultancy, or insurer environment, with exposure to group pensions or employee benefits schemes.\n, • A strong understanding of the financial services market and regulatory environment, including key product areas like group life, income protection, business protection, critical illness and workplace pensions, is essential.\n\n Training & Development: \n\n • You’ll receive structured training, combining on-the-job learning with private study and professional qualifications.\n, • We’ll support your technical growth while also developing your professional and client-facing skills.\n\n Benefits \n My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. \n My client provide training support to undertake professional qualifications for further promotional prospects \n This role will be based in my clients newly refurbished office in the heart of Norwich. \n Flexible working opportunities. \n 25 days holiday \n Death in Service 3 x Salary \n Annual pay review (April) \n Discretionary annual group bonus \n Social events \n \n \n

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. \n Please note, existing experience within Financial Services is required. \n Typical working hours are Monday to Friday between 9am-5pm. Both full time and part time will be considered and flexi hours are available. \n Hybrid working - 2 days from home and 3 in the office. \n \n 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. \n\n • Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.\n, • Provide administrative and technical support to Advisers, accurately managing administration tasks and client records\n, • Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications.\n, • Send out letters of authority and correspondence to clients, professional introducers and other third parties\n, • Supporting with diary management and coordinating appointments\n, • Prepare client valuations and review packs ahead of client meetings\n, • Prepare and issue recommendation letters and obtain relevant information, documents and application forms\n, • Process and monitor new business and top ups to existing business, from start to completion\n, • Process post-review paperwork and meeting notes\n, • Ensure compliance protocols are followed and assisting with compliance tasks\n, • Responsible for business submission using inhouse software\n, • Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)\n, • Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner\n, • Ensure financial transactions are completed correctly and files are fully FCA compliant by following compliance procedures\n, • Ensure all client records and data are maintained accurately and efficiently.\n, • Effective management of day-to-day work through the company’s workflow system\n\n \n 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 initiative to handle their workload effectively. \n There are opportunities to progress within this firm for the right candidate, however those who wish to remain within Administration/Support roles are also actively encouraged to apply. \n \n A generous package is on offer, including: \n\n • Salary between £26,000-£32,000 dependant on experience\n, • Competitive annual leave plus bank holidays, rising with service\n, • Opportunity to earn more holiday through time in lieu or holiday purchase scheme\n, • Potential for study support\n, • 10% employer contribution\n, • Health Cash Plan\n, • Employee Assistance Programme\n, • Life Assurance in Service\n, • Free / Funding for Parking\n, • Eye Test Contribution\n, • Sick Pay Scheme\n, • Opportunities for development if interested\n, • Paid Volunteering days\n, • A supportive, friendly and motivating team\n\n ...and more \n \n Please apply online with your updated CV as soon as possible if you're interested in this great opportunity. \n Contact Nikki @ Noodle Talent Partners for more information. \n Financial Services | IFA | Estate Planning | Wealth Management | Administration | Client Services

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. \n My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team. \n Working hours – Monday to Friday – initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home). \n Total Hours per week-37.5 hours \n Main Responsibilities \n Summary of Role \n You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators. \n Handle day to day post routines including: - \n\n • Scanning and filing relevant post\n, • Franking and preparing post out\n\n General Office Duties including: - \n\n • Answering calls and taking messages\n, • Dealing with client queries\n, • Updating ‘task’ management system\n, • Updating my clients back-office system\n, • Welcoming visitors, making refreshments\n, • Managing adviser’s appointments\n\n Adviser Support including: - \n\n • Requesting and collating plan information\n, • Assisting in client meeting preparation\n, • Preparing client letters and illustrations\n, • Liaising with clients and providers\n\n Ongoing Client Reporting and Review Documentation including: - \n\n • Producing and sending portfolio reports to clients\n, • Preparing review documents for adviser\n, • Preparing fund performance information\n\n Trading and New Business Processing including: - \n\n • On-line submission of pension and investment applications\n, • Buying and selling trades on Investment Platforms\n, • Submitting client’s income requirements\n, • Fund switch trading on investment platforms\n, • Checking completion of all trades\n, • Medical underwriting applications with clients for life cover\n\n Professional Qualifications: \n You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies. \n Qualification Requirement \n\n • Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.\n, • Desirable – A Levels - 2 subjects C or above or equivalent\n\n Minimum Experience \n The ideal candidate will need a minimum of 2 years’ experience within a similar role. \n Desired skills and personal qualities \n\n • Communication skills\n, • Attention to detail\n, • Problem solving skills\n, • Presentation skills\n, • Administrative skills\n, • Analytical skills\n, • Team working\n, • Patience\n, • Professional email/letter writing\n\n Benefits:- \n\n • A competitive Salary of £25,000 to £35,000 (dependent on experience and qualifications)\n, • Bonus scheme\n, • Death in Service\n, • Pension Contributions\n, • 25 days holiday\n\n

The Opportunity \n We are working with a highly established wealth and investment management business that provides investment management and wealth solutions to private clients. \n Our client is looking to appoint an Investment Assistant to join their Portfolio Management team in Norwich. The successful candidate will provide high-quality administrative and operational support to Investment Managers, helping to ensure clients receive an excellent service and good outcomes. \n This is an excellent opportunity for someone looking to develop their career within investment management and gain exposure to portfolio management, client servicing and the wider investment process. \n Key Responsibilities \n\n • Provide administrative support to Investment Managers across a range of client-related activities.\n, • Assist with client meeting preparation, pitches, correspondence and file notes.\n, • Support the opening and closing of accounts, stock transfers and payments.\n, • Maintain accurate client and account information on internal systems.\n, • Produce reports and analysis using Excel and internal portfolio management systems.\n, • Assist with the accurate execution and booking of trades based on instructions.\n, • Provide administration and operational support to the wider investment team.\n, • Contribute to ongoing projects, process improvements and best-practice initiatives.\n, • Continue to develop knowledge of the investment industry and financial markets.\n\n About You \n We are looking for an organised, accurate and proactive individual who is keen to develop a career within investment management. \n You will ideally have: \n\n • An RQF Level 3 CISI qualification, or a commitment to achieve this within an agreed timeframe.\n, • Strong Microsoft Word, Excel and PowerPoint skills.\n, • Excellent attention to detail and organisational skills.\n, • Strong communication and interpersonal skills.\n, • A client-focused approach and a commitment to delivering excellent service.\n, • The ability to work independently while contributing effectively within a wider team.\n, • An understanding of regulatory and compliance requirements within financial services.\n\n The Ideal Candidate \n This role would suit an Investment Administrator, Investment Assistant or experienced Financial Services Administrator who is looking to progress within a professional investment management environment. \n You will be proactive, ambitious and keen to expand your technical knowledge of investments and financial markets, while developing your career within an established team. \n What's on Offer \n\n • Opportunity to join an established investment and wealth management business.\n, • Norwich-based Portfolio Management position.\n, • Exposure to Investment Managers, clients and portfolio management.\n, • Support for relevant professional development and qualifications.\n, • Opportunity to build a long-term career within investment management.\n, • Collaborative and professional working environment.\n\n For more information please reach out to Tom Roberts for more information. \n \n \n \n Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. \n \n Our Diversity, Equity and Inclusion Mission \n At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

My client is a leading provider of education and training in the Financial Services Sector and they have an exciting opportunity for a former Financial Planning/Services Professional to join their existing team as a Trainer. \n Please note this role is entirely remote, working from home. \n The ideal candidate for this role would be a Financial Adviser/Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. \n The key responsibilities are to: \n\n • You will plan and prepare schemes of work, lessons, and sessions\n, • You will teach across a range of financial services qualification types\n\n (CII / LIBF) and levels, online and at employer sites \n\n • You will research and develop new topics, courses and teaching materials, especially online resources\n, • You will teach individuals and small groups of learners from a range of backgrounds, abilities, and ages\n, • You will monitor, assess and mark learner’s work (please note you will have the support of a qualified and experienced assessor with your allotted group of learners)\n, • You will maintain accurate records and monitor learners’ progress\n, • You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met\n, • You will carry out pastoral support as a tutor and mentor to learners\n, • You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers\n, • You will plan additional support requirements for learners\n, • You will contribute to sector meetings to monitor, review, and evaluate relevant courses\n, • You will represent My clients Training at taster days, open days, and careers events appropriate to the sector\n, • You will keep up to date with, and implement company performance and quality frameworks, policies, and processes\n, • You will interview and enrol prospective learners\n, • You will liaise with other educational professionals and organisations\n, • You will carry out learner assessments in the workplace\n, • You will undertake a range of administrative tasks\n, • You will ensure you undertake the highest standards regarding teaching and assessment practice\n, • You will embed personal development, welfare, and behaviour topics into sessions where appropriate\n, • You will stretch and challenge learner’s literacy and numeracy when training, assessing or marking\n, • You will deliver functional skills as required\n, • You will assist with my clients training in ensuring its marketing efforts are up to date, appropriate and relevant\n, • You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning\n, • You will build rapport with employers to ensure the successful delivery of training programmes\n, • You will raise any concerns immediately to the company’s designated safeguarding officer\n, • You will create support plans for learners if they fall behind\n, • You will operate strictly within the funding and performance rules of our commissioners, including the Education and Skills Funding Agency and Ofsted\n\n Personal Specification \n Essential \n\n • Minimum 5 years’ experience working within an IFA practice environment\n, • CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered\n, • In-depth knowledge of financial services\n, • Exceptional written and verbal communication skills\n, • Interpersonal skills (ability to relate to students of all ages and abilities)\n, • Strong organisational and planning skills\n, • Creativity to make learning engaging\n, • A flexible approach to work\n, • Enthusiasm, positivity, motivation and commitment\n, • Patience and a sense of humour\n\n Desirable \n\n • Level 3 teaching or training qualification (can be supplied)\n, • Level 3 assessing qualification (can be supplied)\n, • Training, coaching and mentoring experience\n\n Functional Accountabilities \n\n • You will maintain an in-depth knowledge of your subject or professional area through meeting the CPD requirements of the CII\n, • You will ensure both internal and external performance and quality standards are met\n, • You will ensure the continuous improvement of performance and quality standards across the business in a supportive and objective manner\n, • You will perform and assist in the end to end administrative process\n, • You will foster a culture of performance and quality built on openness, respect and high professional standards\n\n Benefits \n Salary up to £40,000.00 NEG DOE \n Complete remote working (nationwide) \n Smart / casual dress code \n Monday to Thursday 09:00 - 17:00, Friday 09:00 - 14:00 (35 Hours Per Week) \n 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. \n Auto enrolment pension \n Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. \n Commitment to your training and development \n Diverse and progressive culture \n

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. \n \n We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. \n \n As a Financial Services Administrator, you'll provide administrative support to multiple Financial Planners, helping to deliver an outstanding experience for both advisers and clients. Unlike traditional one-to-one support models, this role involves working across several advisers, requiring excellent communication skills, adaptability and the confidence to manage competing priorities. \n The Norwich office is currently undergoing an exciting period of transformation as it becomes more closely aligned with the wider Titan Wealth business. With ongoing process improvements, system enhancements and evolving ways of working, we're looking for someone who embraces change and enjoys being part of a growing and evolving business. \n Key Responsibilities \n Adviser & Client Support \n\n • Prepare client review packs and valuation reports.\n, • Ensure client and policy information is accurate and up to date within back-office systems.\n, • Gather and maintain information from product providers.\n, • Update client plans, contributions, withdrawals and transfer information.\n, • Produce client correspondence and reports as required.\n, • Create and maintain accurate client records and documentation.\n, • Support advisers with meeting preparation and follow-up activity.\n\n Administration & New Business Processing \n\n • Process new business applications efficiently and accurately.\n, • Liaise regularly with product providers regarding client cases.\n, • Monitor outstanding requirements and proactively chase information.\n, • Prepare cases for submission and ensure all required documentation is complete.\n, • Assist with plan information validation and reconciliation activities.\n, • Manage day-to-day client and provider enquiries via telephone and email.\n\n Client Service & Compliance \n\n • Deliver a high standard of customer service at all times.\n, • Ensure agreed client service standards are met.\n, • Maintain compliance with FCA regulations and internal procedures.\n, • Support Treating Customers Fairly (TCF) and Consumer Duty requirements.\n, • Participate in ongoing training and professional development.\n, • Contribute ideas to improve processes and client outcomes.\n\n About you \n This role requires previous experience within a Financial Planning or Wealth Management environment. Candidates must have direct experience supporting Financial Advisers and a solid understanding of the financial planning process. \n We're particularly interested in individuals who demonstrate: \n\n • Previous Financial Planning Administration experience.\n, • Direct experience supporting Financial Advisers.\n, • A confident and proactive personality.\n, • The ability to build strong relationships with multiple advisers and stakeholders.\n, • Excellent organisational skills and attention to detail.\n, • A positive attitude towards change and continuous improvement.\n, • The confidence to challenge appropriately and ensure processes are followed.\n, • The ability to adapt to evolving business needs and ways of working.\n\n Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of: \n \n Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors. \n \n Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile. \n \n Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement. \n \n \n Terms \n • Competitive salary \n • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) \n • 25 days Annual Leave + public holidays \n • Buy and sell holidays up to 5 days \n • Office Christmas close (3-days) \n • A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance. \n • Hybrid working \n • Further education and training support \n • Discretionary performance related bonus \n • Confidential Employee Assistance Programme \n • 2 days per year for voluntary work \n • And lots of flexible benefits to choose from! \n \n The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

My client is one of the county’s leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to grow their existing team of administrative professionals who support their team of Advisers. This is an excellent opportunity to build your career in Employee Benefits within a supportive company offering a clear career development plan. Whether you aim to progress towards becoming a Client Consultant or deepen your expertise as an Employee Benefits Administrator, my client will support your ambitions every step of the way. You’ll be: Working on a portfolio of corporate clients within my clients Employee Benefits Team, supporting the delivery and ongoing servicing of a range of group risk, individual & business protection, and workplace pension schemes. Your role will involve: You will assist with the preparation of reports, market reviews, and provider research in advance of client meetings. You will support my clients Consultants/Advisers by ensuring all documentation and reports are complete and accurate. You will complete post-meeting follow-ups, including liaising with clients and providers to process new business such as group scheme installations, renewals, and amendments. You will maintain and update client records and scheme administration systems, ensuring data integrity and compliance with regulatory standards. You will recommend and implement improvements to internal systems and processes to enhance client service delivery. You will organise and supporting every client interaction efficiently and professionally, in line with company standards, ensuring all tasks are completed prior to Consultant/Adviser review. About you: Ideally, you will already have or be willing to study towards a relevant Employee Benefits or Financial Planning qualification (such as CII’s R0 exams or Group Risk specific qualifications). You will have at least 2 years’ experience in a Financial Services administration role—preferably in an IFA, consultancy, or insurer environment, with exposure to group pensions or employee benefits schemes. A strong understanding of the financial services market and regulatory environment, including key product areas like group life, income protection, business protection, critical illness and workplace pensions, is essential. Training & Development: You’ll receive structured training, combining on-the-job learning with private study and professional qualifications. * We’ll support your technical growth while also developing your professional and client-facing skills. Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events

My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Administrator. Job summary To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times. Key responsibilities Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation. Process and monitor new business and ‘top ups’ to existing business through to completion. Prepare client valuations and review packs 2 weeks ahead of client meeting dates. Process all post-review related paperwork and prepare relevant correspondence as required. Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures. Ensure all client records and data are maintained accurately and efficiently. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. Send out letters of authority and correspondence to clients, professional introducers and other third parties. Prepare new client meeting packs. Calculate fees, raise client invoices and chase outstanding fees as required. Effective management of day-to-day work through the company’s workflow system. Other general administration duties as assigned. Role requirements Certificate in Financial Services or working towards qualification (Desirable) Grade A-C or 9-4 including English and Maths Previous experience in Financial Services (Desirable) Understanding of FCA rules, ethics and financial regulations (Desirable) A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Desirable) Strong IT skills, MS Office Word and Excel Excellent organisational and communication skills Good numeracy skills Attention to detail Able to demonstrate an adaptable/flexible approach to work within a changing environment Ability to work within a team environment Inter-personal skills, both written and verbal Experience of using IO (Desirable) Benefits - Excellent pension contribution - 4 x death in service - Bupa cash plan, covers medical prescription costs etc. - 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days - Support with professional qualifications - Flexibility on working hours and some working from home, subject to a satisfactory probation period

Administrator – Financial Services Norwich, Norfolk £30,000 – £32,000 per annum Full-time | Permanent | Office-based Monday to Friday, 9:00am – 5:30pm Atkinson Moss is working with an established financial services business in Norwich who are looking for an Administrator to join their team. This is a financial services administration and operations role. You’ll be involved in areas such as ISA administration, transfers, dividends, client accounts and reconciliations, with a strong focus on accuracy and ensuring everything is processed correctly. There’s a good mix of processing, checking and administration involved, so we’re looking for someone who is highly organised, comfortable working with numbers and has some previous financial services experience. You don’t need to have done exactly this role before, and the company is happy to support you in developing your knowledge and working towards your Level 3 CISI qualification. Responsibilities will include: Processing ISA subscriptions, dividends and transfers Managing client accounts, including closures, conversions and re-registrations Completing daily checks and reconciliations Supporting with ISA10 reporting and client valuation packs Calculating client fees Responding to client and regulatory requests Supporting with Corporate Actions Providing cover and support across the wider team when required Keeping up to date with relevant regulatory and market developments We’re looking for someone with at least one year’s experience within financial services, ideally with some knowledge of investments, client assets, ISA administration or financial services operations. You’ll be: Highly organised with excellent attention to detail Confident working with numbers and financial information Analytical and methodical Able to prioritise and manage multiple tasks A good communicator and team player Proactive and able to use your own initiative Adaptable and keen to develop your knowledge and skills Benefits Private healthcare – currently provided by Bupa 10% employer pension contribution with a minimum employee contribution of 2.5% Death in Service cover of 4 times your basic salary Spouse/Dependant’s Pension benefit Annual discretionary bonus – typically around 8–10% of salary, depending on company performance Permanent Health Insurance, providing an income of up to two-thirds of basic salary, subject to the policy terms This is a great opportunity to join an established financial services business, develop your experience and continue working towards professional qualifications with the support of the company. If you’re interested in applying or require more information, please contact Megan Reeve at Atkinson Moss. If you have an up-to-date CV please include it with your email. Not the job for you? Please do reach out as we have multiple Office Support Jobs available in Norfolk and Suffolk

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 £26,000-£32,000 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

Senior Financial Services Administrator required for new permanent job opportunity in Chesterfield. Due to continued expansion and strategic growth plans, the business is looking to appoint an experienced Senior Financial Services Administrator to support th. An exciting opportunity has arisen to jo

My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Administrator. Job summary To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times. Key responsibilities Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation. Process and monitor new business and ‘top ups’ to existing business through to completion. Prepare client valuations and review packs 2 weeks ahead of client meeting dates. Process all post-review related paperwork and prepare relevant correspondence as required. Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner. Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures. Ensure all client records and data are maintained accurately and efficiently. Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. Send out letters of authority and correspondence to clients, professional introducers and other third parties. Prepare new client meeting packs. Calculate fees, raise client invoices and chase outstanding fees as required. Effective management of day-to-day work through the company’s workflow system. Other general administration duties as assigned. Role requirements Certificate in Financial Services or working towards qualification (Desirable) Grade A-C or 9-4 including English and Maths Previous experience in Financial Services (Desirable) Understanding of FCA rules, ethics and financial regulations (Desirable) A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Desirable) Strong IT skills, MS Office Word and Excel Excellent organisational and communication skills Good numeracy skills Attention to detail Able to demonstrate an adaptable/flexible approach to work within a changing environment Ability to work within a team environment Inter-personal skills, both written and verbal Experience of using IO (Desirable) Benefits • Excellent pension contribution, • 4 x death in service, • Bupa cash plan, covers medical prescription costs etc., • 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days, • Support with professional qualifications, • Flexibility on working hours and some working from home, subject to a satisfactory probation period

My client is one of the county’s leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none. As a reputable Financial Planning firm, they are looking to grow their existing team of administrative professionals who support their team of Advisers. This is an excellent opportunity to build your career in Employee Benefits within a supportive company offering a clear career development plan. Whether you aim to progress towards becoming a Client Consultant or deepen your expertise as an Employee Benefits Administrator, my client will support your ambitions every step of the way. You’ll be: Working on a portfolio of corporate clients within my clients Employee Benefits Team, supporting the delivery and ongoing servicing of a range of group risk, individual & business protection, and workplace pension schemes. Your role will involve: • You will assist with the preparation of reports, market reviews, and provider research in advance of client meetings., • You will support my clients Consultants/Advisers by ensuring all documentation and reports are complete and accurate., • You will complete post-meeting follow-ups, including liaising with clients and providers to process new business such as group scheme installations, renewals, and amendments., • You will maintain and update client records and scheme administration systems, ensuring data integrity and compliance with regulatory standards., • You will recommend and implement improvements to internal systems and processes to enhance client service delivery., • You will organise and supporting every client interaction efficiently and professionally, in line with company standards, ensuring all tasks are completed prior to Consultant/Adviser review. About you: • Ideally, you will already have or be willing to study towards a relevant Employee Benefits or Financial Planning qualification (such as CII’s R0 exams or Group Risk specific qualifications)., • You will have at least 2 years’ experience in a Financial Services administration role—preferably in an IFA, consultancy, or insurer environment, with exposure to group pensions or employee benefits schemes., • A strong understanding of the financial services market and regulatory environment, including key product areas like group life, income protection, business protection, critical illness and workplace pensions, is essential. Training & Development: • You’ll receive structured training, combining on-the-job learning with private study and professional qualifications., • We’ll support your technical growth while also developing your professional and client-facing skills. Benefits My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay. My client provide training support to undertake professional qualifications for further promotional prospects This role will be based in my clients newly refurbished office in the heart of Norwich. Flexible working opportunities. 25 days holiday Death in Service 3 x Salary Annual pay review (April) Discretionary annual group bonus Social events

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 £26,000-£32,000 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