Financial Planning Administrator

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 NJR16832 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.