Financial Services Administrator

Heat Recruitment
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Are you someone who enjoys administration and prides themselves on being organised? Are you looking to join a company where you will be supported to develop further and broaden your technical knowledge?

We are looking for such a person to join an established IFA firm with offices spread over the East and South East of England with the current vacancy being based in Norwich. You will be working with IFA’s, Management and Compliance professionals who will surround you with professionalism and encouragement.

You will have a background in Financial Services with a passion for delivering high Administration standards. We seek a person that has a good understanding of the FS industry and what the mechanics of an IFA firm look like.

Roles & Responsibilities

Preparation of New Business Files

Review process - complete the portfolio review report

Complete a draft suitability report

General Admin Tasks - including client withdrawals, fund switches, amendment of regular premiums

Submission of New Business Files process

Submission of the files to the provider

Update the relevant business registers

Update the back office system with client’s correct information and also with correct recommendation details

Client change of agency and information collection

Issuing suitability reports with appropriate appendices and updating the systems to audit this process

Ensure tasks are completed to company standard and delivered within the time scales required

Ensure you understand the business goals and objectives


Financial Services qualifications are an advantage

Works well in a team

Good IT skills

Excellent attention to detail and accuracy

Good communication skills

The ability to use your own initiative

Synonyms: IFA Administrator, Financial Services Administrator

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.