Financial Planning Administrator

Norwich - Hybrid Working (3 days office / 2 days WFH)

Salary: Up to £28,000

9% Pensions

30 days holiday + Bank Holidays

An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a national, whole of market Chartered Firm of Financial Planners. This role offers a great balance of office and home working, alongside a competitive benefits package and strong career development prospects.

The Role

You will play a key role in supporting Financial Advisers and clients, ensuring a smooth and efficient process from initial enquiry through to ongoing servicing. This is a varied and busy position, ideal for someone who enjoys working in a collaborative environment and delivering high-quality client support.

Key Responsibilities

" Prepare files for new and existing client reviews, including valuation reports

" Process new business applications, withdrawals, drawdown cases, and fund switches

" Ensure all client files remain compliant at all times

" Maintain and update client records on back-office systems (Intelligent Office)

" Gather and organise information on existing plans to support adviser reviews

" Prepare and structure correspondence to clients and providers

" Arrange client meetings and manage adviser diaries

" Liaise with providers and third parties, including chasing Letters of Authority

" Handle general client servicing queries and administrative duties

" Meet and greet clients attending face-to-face appointments

" Ensure all work aligns with FCA Conduct Rules and regulatory standards

Skills & Experience

" Previous experience supporting advisers within a wealth management environment

" Strong knowledge of pensions and investment products

" Proficient in Microsoft Office (Word, Excel, Outlook)

" Excellent communication skills, both written and verbal

" Highly organised with the ability to manage workloads and meet deadlines

" Experience using Intelligent Office is desirable

" Working towards CII Level 4 qualification is advantageous

What's on Offer

" Salary up to £28,000

" 9% annual bonus

" 30 days holiday plus bank holidays

" Hybrid working model

" Supportive team environment with opportunities for progression

If you are an organised and proactive Financial Planning Administrator looking to take the next step in your career, this is a fantastic opportunity to join a growing and supportive business.

Apply today via NJR Recruitment or call quoting the reference NJR16697

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.