Finance Administrator
Norfolk
Commercial
Full-time
11-04-2025
11-05-2025
690923
up to £29,000 per annum DOE
Finance Administrator
Location: Outskirts of Norwich (Rural)
Salary: Up to £29,000 per annum DOE
Hours: Monday to Friday, 9:00am - 5:00pm
Work Pattern: Hybrid - 4 days in the office (Mon-Thu), 1 day working from home (Fri)
Contract: Full-Time, Permanent
We are delighted to be partnering with a well-established and highly regarded finance company who are looking to expand its close-knit team with the addition of an experienced Finance Administrator to provide vital support to their advisers and existing back-office staff.
As a Finance Administrator, you’ll be at the heart of the business operations, ensuring smooth and efficient handling of client-related financial processes. You'll work closely with advisers, administrators, and paraplanners to support both new and existing clients.
Key Responsibilities:
Liaising with advisers and colleagues across all areas of the advice process
Contacting insurance and investment providers to gather client-specific information
Preparing investment reports and review packs for existing clients
Compiling new business packs for prospective clients
Accurately maintaining and updating client records using the firm’s back-office system
Supporting advisers to ensure efficient, timely, and compliant processing of business
Ensuring all work complies with FCA regulations and the firm’s internal procedures
About You:
Experience in a administration role
A keen eye for detail and a methodical, organised approach to your work
Strong communication skills - confident speaking with clients and providers
Familiarity with financial products such as pensions, investments, and protection (not essential)
Proficiency in Microsoft Office and ideally experience with a back-office system
What’s on Offer:
Fully funded study support
Salary up to £29,000 depending on experience
Hybrid working - 4 days in-office, 1 day remote (Fridays)
Supportive, experienced team with excellent internal knowledge-sharing
Free parking on-site
Career development opportunities into paraplanning and beyond
This is a fantastic opportunity for someone who’s looking to take the next step in a warm, supportive, and professional environment. Please click 'apply now' or to learn more please contact Emily on 01603 510471 or email emily@hkrs.co.uk