Financial services administrator jobs in NorwichCreate job alerts

Overview and Responsibilities School Administrator Location: Quidenham, Norwich, NR16 2NZ Salary: £13.34 - £14.43 per hour Actual annual salary: £25,057 - £27,105 dependent on experience Hours: 40 hours per week, 8am – 4.30pm, Monday to Friday. Contract Type: Permanent, Term time plus 2 weeks Aurora Eccles and White House Schools We’re currently looking for a School Administrator to join our team. You will be responsible for delivering efficient and effective administrative, reception, and support services that are essential for the smooth operation of the schools. Part of the Aurora Group, Aurora Eccles and White House Schools in Quidenham, Norwich provides day placements for students aged 5 to 16 years primarily with communication and interaction difficulties or specific learning difficulties such as dyslexia. Some may be on the autistic spectrum or have anxieties and difficulties that create barriers to learning. To take a virtual look around our schools please click here: Eccles Virtual Tour or White House Virtual Tour Key Duties: • Welcome all visitors, ensuring safeguarding and correct sign-in/out procedures., • Answer and log all incoming calls, redirecting or taking messages as appropriate., • Maintain accurate and up-to-date records on the Management Information System and other analogue and digital systems., • Support with the collation and editing of reports, chasing missing data, and meeting deadlines., • Prepare for and support meetings and events, to include administrative support, refreshments and resource creation. Job Description – School Administrator Skills and Qualifications Knowledge, skills and experience: • Excellent communication skills, both verbal and written., • Good level of literacy and numeracy (minimum GCSEs above 4/C, to include English and Maths, or equivalent)., • Demonstrable experience in an administrative role, preferably in a school or care environment., • Computer literacy (Excel, Word, Outlook, PowerPoint, Access) and ability to use databases., • Organised, with good time management and the ability to prioritise multiple tasks with good task switching skills., • High levels of interpersonal ability; able to work as part of a team and independently., • Discreet, confidential, and reliable. Benefits and Additional Information What’s on Offer at Aurora? We believe in supporting you as much as we support the children and young people in our care. Here’s a snapshot of the fantastic benefits waiting for you: Grow with Us – Training & Development Learning never stops at Aurora! We offer a wide range of training programmes and career development opportunities to help you build your skills and reach your goals. Save Money on Everyday Essentials With the rising cost of living, our Perkbox app helps you stretch your money further: • Discounts on groceries, phone plans, internet, dining out, gym memberships & more Competitive Pay & Reward We regularly benchmark our pay and benefits to stay ahead of the curve. You’ll enjoy: • Enhanced Annual Leave, • Company Sick Pay, • Enhanced Pension Need a doctor? No problem. Book a phone or video appointment anytime, day or night. This service covers everyone in your household. UK Health Cash Plan Cover everyday healthcare costs like dental and optician bills. You and your children are included in the scheme, and you can upgrade to add your partner too! Employee Assistance Programme Your wellbeing matters. Get confidential support on a wide range of issues, including: • Freephone counselling (available 24/7) Know someone who’d be a great fit? Refer them and get rewarded!(*Terms apply) How to Apply: For candidates that haven’t worked in this sector before please be aware that for regulatory reasons the application process is far more detailed and thorough compared to other sectors. Please complete the online application form in full, including all employment and education details, and provide a personal statement that makes us keen to speak to you. If you need any assistance or would like any more information, please contact Liz in the Aurora Group Recruitment Team at Successful applicants will be subject to pre-employment safeguarding checks including an enhanced disclosur

A Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies.

Role: Senior SQL Server DBA/Developer Location: Norwich (onsite) Salary: Up to £55k DOE I'm working on behalf of a well-established UK organisation specialising in financial data and technology solutions, seeking an experienced SQL Server Database Administrator to join its internal IT team. The business provides critical financial product data used by major banks, regulators and government bodies across the UK and has been a leader in financial data services for more than 30 years. Reporting to the Software Development Manager, this role will focus on maintaining and developing database infrastructure, ensuring reliability, security and performance across key systems while supporting new product development. Key Responsibilities Maintain and support existing SQL Server databases and infrastructure Develop database modules and software components to meet client requirements Design and propose database architecture and infrastructure improvements Produce and maintain technical documentation including standards and procedures Ensure development best practices including code reviews, testing and standards Mentor and support other members of the technical teamExperience & Skills Required Strong experience in a SQL Server DBA or similar role Proven experience with SQL Server (2014/2017) database development and management Solid understanding of database design and query optimisation Experience with C# .NET desktop development Strong analytical and problem-solving skills Excellent attention to detail and ability to work under pressure Strong communication skills and ability to work independently or within a teamDesirable Experience Knowledge of VB6, VBA or web technologies Experience with reporting tools, data warehousing or data mining Experience working within Agile development environments Exposure to financial services or financial productsSalary & Benefits Competitive salary depending on experience 25 days holiday + bank holidays (with additional long service entitlement) Birthday day off Enhanced workplace pension Employee Assistance Programme and 24/7 GP access Group life insurance Ongoing training and development opportunities Free onsite parking and electric vehicle charging points Locker rooms with showers Fully air-conditioned offices Staff perks including Monday treats and discounted local bus travel

Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff. The ideal candidate will have a minimum of two years’ experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). Above all else, you will be a great person to work with, a hard worker and a team player. My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. Role purpose This is a key role to provide a first-class proactive support service to the Advisers and clients. Working closely with the Advisers, Directors and Paraplanners, you will be responsible for ensuring the client always receives the highest level of service. You will need to enjoy working as part of a successful team and be able to actively contribute towards a common goal. You will be expected to arrange plans and investments as recommended by the Advisers and provide administrative and technical support to enable them to advise their clients accordingly ensuring compliance and regulatory requirements are adhered to. You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. It is expected that you are working towards the CII or CISI professional qualification benchmark or be committed to achieving this. My client will assist you with financial support for further training and examination where relevant, but you will be expected to take full responsibility for your continuous professional and personal development. Relevant Skills and Knowledge • Good understanding of financial services terminology., • Knowledge of financial services solutions and associated regulatory and compliance requirements (for example tax efficient investments, retirement provision, investments, protection, ‘know your client’)., • Ability to multi-task and juggle a busy and varied workload., • Ability to accurately follow a process. General Responsibilities • Liaising with product, wrap and solution providers., • Developing and maintaining internal relationships across the business, communicating effectively., • Responding to internal and external queries promptly., • Ensuring processes and procedures are followed and service standards are met., • Time and priority management. Specific Responsibilities Arranging agency servicing transfers and ensuring plan information is accurate and up to date Keeping up to date with IT and back-office systems changes to ensure efficiency and accuracy Preparing files for review meetings (both annual, half yearly and ad-hoc), writing agendas and ensuring post meeting actions are processed within service level agreements Diary and task management of client work Processing and submitting new business Processing and submitting changes to existing plans, investments and policies (for example amendments to premiums, withdrawals, funds) Producing plan, policy, fund information Ensuring the client file meets auditing expectations Annual re-assessments of suitability Annual drawdown re-assessment Processing changes to client details and liaising with 3rd parties to ensure changes are accurately completed Data extraction, checking and analysis Prioritising work and contributing to the team and business goals Taking accurate minutes of meetings Client communication (letter, email, telephone and face to face) Bulk mailing (letter and email) Assisting with implementing and improving administrative processes Ensuring new client signs up are processed timely and accurately and the file is compliant, with the required servicing and fee schedule adhered to Accurate system updating Identifying and rectifying errors Preparing and dispatching client valuation reports Providing technical support to the Advisers and other team members Answering technical client queries Competent administration through wrap platforms utilized by the company Answering the telephone promptly and communicating positively and effectively Other ad hoc duties as required. Benefits My client have a flexible approach, operating a 37 hour week, you are able to start between 8 and 9 and leave anytime between 5 and 6, Fridays are 9-3 for everyone, you can take between 1 and 1.5hrs for lunch. Death in service 4 x salary Free Parking Standard pension, 3% employer contribution Holiday entitlement is 26 days (an extra day off for your Birthday if it falls on a working day). Financial assistance with further and ongoing studies

HD-Tech are pleased to be supporting a well-established professional services organisation in their search for a Financial Services Administrator. Previous experience in administration or client services (financial or professional services experience beneficial but not essential).

HD-Tech are pleased to be supporting a well-established professional services organisation in their search for a Client Services Administrator. The Opportunity This role is focused on delivering high-quality administrative and client support within a busy advisory environment. You will work closely with senior advisers, technical specialists, and support colleagues to ensure clients receive a consistent, professional, and efficient service. The successful candidate will manage a varied workload, maintain accurate client records, and often act as a first point of contact for clients, ensuring queries are handled promptly and professionally. You will also contribute to internal coordination, helping ensure service levels remain high across the team. Key Responsibilities Core Duties Maintain compliance with internal procedures, regulatory requirements, and deadlines Take ownership of your workload, effectively prioritising tasks Handle confidential client data responsibly and in line with GDPR requirements Support process improvements and contribute to more efficient ways of working Client Support Duties Provide day-to-day administrative assistance to advisers and support teams Prepare documentation, reports, and client meeting packs Liaise with external providers and obtain required information Work collaboratively with technical and report-writing teams to ensure timely delivery of client outputs Act as a point of contact for client queries, including sensitive or complex matters Maintain accurate and up-to-date client records and correspondence logs within internal systems (experience with systems such as Intelliflo Office is helpful but not essential) Process new business documentation and client instructions Prepare valuation or review reports as required Build effective working relationships with external providers and internal colleagues Escalate non-standard requests where appropriate Additional Duties Provide general team support as required by your manager Assist with internal meetings or administrative coordination when needed Skills & Experience Self-motivated, organised, and accountable Strong written and verbal communication skills Able to work both independently and collaboratively Comfortable managing multiple priorities in a structured environment Previous experience in administration or client services (financial or professional services experience beneficial but not essential) Strong numerical awareness and problem-solving approach Confident building relationships with colleagues and external contacts Good IT skills, including familiarity with tools such as Excel, Word, and PowerPoint from Microsoft Qualifications GCSE Maths and English (or equivalent) Relevant industry qualifications are advantageous but not required

Helping to manage the financial performance of the SBU on a day-to-day basis as well as providing relevant support to the overall team within the business unit on financial matters. Provide support to the Finance Manager and SBU to Champion Workday, ensuring the system is being used consistently and

My client is currently looking for a Financial Services Administrator to join their team in Blackpool. Run order books, tasks & reports in Avaloq to monitor settlement of trades against payment, liaising with the Client Services team/Execs and Counterparties accordingly.

Financial Services Recruitment that reflects your brand. Financial Planning, London hybrid. Financial planning at Finura starts with people, not products.

Are you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Financial Services business known for looking after their staff, offering a funded Level 4, 36 days' holiday, and the opportunity to earn an annual bonus?. Senior IFA Administrator (Financial Services). On of

A respected financial planning firm in St Helens is seeking an experienced Administrator (Financial Services) to manage ongoing advice cases and support advisers with high-quality administrative tasks.

Ideal candidates will have strong knowledge of financial products, relevant FCA regulations, and at least 2 years of administration experience in a UK financial advice firm. A boutique financial planning firm in London is seeking its first hire to provide high-quality administrative support in a hyb

A financial services firm in the United Kingdom is seeking an experienced Financial Services Administrator with 1-2 years in the industry. The role involves supporting financial planners by setting up appointments, preparing valuations, and processing adviser instructions. Candidates must have exper

Wealth Spring is a boutique, one-adviser financial planning business established in 2023. You will support both the Financial Adviser and clients, ensuring smooth processing, clear communication, and an excellent overall client experience. Strong working knowledge of core financial products includin

As a Financial Services Administrator, you'll be an essential part of our clients team, supporting our Financial Advisers by providing high-quality administrative support across pensions and investments. Join Our Team as a Financial Services Administrator!. Financial Services Administrator.

A leading accountancy and business advisory firm in Greater London seeks a Finance Administrator to assist the Financial Services SBU Finance Manager. The role involves managing financial performance on a daily basis, supporting financial analysis and reporting, and ensuring efficient Working Capita

Financial Services Administrator. Research a broad range of financial products across all financial sectors. Previous experience of working within a similar role within a financial services business is desirable.

This Financial Services Administrator role offers the chance to play a key part in a growing Independent Financial Services firm based in Blofield, Norwich. This Financial Services Administrator position would suit someone who enjoys being at the heart of a busy office, takes pride in maintaining ac

A well-established professional services organisation in Norwich is seeking a Financial Services Administrator. Relevant experience in administration or client services is advantageous.

A respected financial planning firm located in St Helens is seeking an experienced Financial Administrator to manage ongoing financial cases and produce compliant documentation. The ideal candidate will have a strong background in FCA-regulated financial services and possess excellent organizational

Financial Services Administrator. Proven administrative experience gained within financial services is essential.

Experience in fund administration / investment operations / financial services, ideally in VC or PE. We are currently seeking a Fund Administrator/Operations Associate on an initial 12‑month contract, with a view to going permanent. Investor services, platforms & reporting.

Financial Administrator (Technical Administrator). If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Experience within FCA-regulated financial services (Desirable).

A recruitment agency is looking for a Financial Services Administrator for a Wiltshire-based client. Ideal candidates will have proven experience in financial services, strong communication skills, and comprehensive IT knowledge.

My client is now looking for an experienced Financial Services Administrator to join their team. The role would suit someone with min 1-2 years Financial Services Admin experience ideally dealing with Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds. You will be experienced and fami

A leading Financial Planning Practice is seeking an experienced Financial Services Administrator in Newton-le-Willows. You will support Financial Planners and Paraplanners with new business administration, client suitability letters, and handling client queries.

Senior Administrator to join its growing operations team in Bristol.

A leading financial services firm in Altrincham seeks a detail-focused Financial Planning Administrator to provide professional support to clients and IFAs. The ideal candidate has strong administrative skills and prior experience in financial services.

A financial services firm in Milngavie is looking for a part-time Financial Services / Lettings Administrator.

A well-established financial services business in Solihull is seeking an Internal Sales Administrator to support Regional Sales Managers.

Financial Services Administrator. IFA Admin / Financial Services Administrator. Proficiency in financial systems and CRM software.

A growing Independent Financial Services firm in Blofield is seeking a Financial Services Administrator to join their team. Candidates should have experience in financial services, strong communication skills, and a keen attention to detail.

A global financial services firm in Greater London seeks a Financial Services Administrator to provide vital support to financial advisors and clients. The ideal candidate should have at least 2 years of experience in financial services, exceptional organizational skills, and proficiency in Microsof

Experience working in an IFA Administrator or Financial Services Administrator role. IFA Administrator (Flexible / Financial Services). Are you an IFA Administrator looking to join a well-established IFA that offers you 33 days holiday, hybrid working and an excellent work life balance? On offer is

Financial Services / Lettings Administrator for R&G Financial Advisers in Milngavie town centre. Due to continued growth, we are looking to recruit a part-time Financial Services / Lettings Administrator to join our Milngavie branch. Strong presence in Financial Services and an excellent reputation

This is a full-time, remote role as a Financial Planning Administrator / Client Services Manager. Founded by Tom Skinner and Emma Walker, the firm employs an award-winning range of services and cutting-edge technology to simplify the financial planning process. Responsibilities include managing fina

Castlegate is seeking a Financial Services Administrator. So, our financial services administrators need to be diligent in keeping track of invoices, tax payments and reimbursements. At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham, many of ou

A financial services firm is seeking an experienced Senior IFA Administrator. With at least 5 years of experience in IFA administration, you will be tasked with a range of responsibilities including running risk profiles, preparing compliance documents, and supporting financial planners.

If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Administrator (Financial Services). FCA-Regulated Financial Services.

We are seeking a highly organised and detail‑focused Financial Services Administrator to support a busy Financial Planning in delivering an exceptional service to clients. This is an excellent opportunity for someone looking to develop their career within financial planning and progress their tech

Financial Planning Practice - Financial Services Administrator role. They are looking to augment their successful team by recruiting an experienced Financial Services Administrator to join their office in Newton-le-Willows. You’ll be supporting the Financial Planners & Paraplanners, dealing with n

UK Financial Advisory Administration Team in a dynamic financial services environment. Assist the UK Financial Advisory team with data entry, document review, and correspondence related to client accounts and financial planning initiatives. Proven experience in report writing and/or administrative r

UK Financial Advisory Administration Team in a dynamic financial services environment. Assist the UK Financial Advisory team with data entry, document review, and correspondence related to client accounts and financial planning initiatives. Proven experience in report writing and/or administrative r

The firm is looking to recruit a Finance Administrator to assist and support the Financial Services SBU Finance Manager. Helping to manage the financial performance of the SBU on a day-to-day basis as well as providing relevant support to the overall team within the business unit on financial ma