Financial Planning Administrator

Overview

Our client, a well-established UK wealth management firm, is seeking a Central Administrator to join their Financial Planning function in Norwich. This is an excellent opportunity for an organised and detail-oriented individual to play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service.

The role provides essential operational and administrative support across financial planning activities, contributing to efficiency, regulatory compliance, and positive client outcomes. The offer excellent progression and will sponsor professional qualifications.

• Experience working in financial services within a busy and varied support role.
• Strong attention to detail with the ability to produce accurate, high-quality work.
• Excellent organisational skills and the ability to manage multiple tasks effectively.
• Clear communication and interpersonal skills, with a professional and client-focused approach.
• Proficiency in Microsoft Office and experience using CRM or client record systems.
• A proactive and collaborative mindset, with the ability to work effectively within a team environment.

• Provide accurate and timely administrative support across financial planning and client servicing activities.
• Maintain and update client records and internal systems in line with regulatory and internal requirements.
• Support key operational processes, including Letters of Authority, annual reviews, valuations, and documentation preparation.
• Ensure tasks are completed to agreed service standards and within required time frames.
• Assist with onboarding processes, data entry, and the coordination of internal documentation.
• Monitor and manage incoming and outgoing correspondence.
• Adhere to internal policies, FCA regulations, and AML requirements, escalating issues or breaches appropriately.
• Work closely with colleagues across teams to ensure consistent and coordinated support.

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16349

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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