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Posted 21 July, 2026

Financial Services Administration Manager

Service Service Employment Agency Limited
Norwich, ENG, GB Full Time

Job Description

My client is looking for an experienced Administration Manager to join their established Financial Planning administrative support team; this is an excellent opportunity to join an incredibly well-established team of wealth management and retirement provision, professionals.

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My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

This is a pivotal leadership role, responsible for managing a multi-skilled administration team, ensuring regulatory compliance, driving efficiencies, and delivering excellent outcomes for both clients and advisers.You will oversee workflow across Financial Services on a daily basis, supporting the servicing of existing business, the submission of new investments and play a key role in developing people, processes, and systems in line with business strategy and FCA expectations.\n

Key responsibilitiesYou will have lead, motivate and manage a team of administrators and technical staff (circa 20 team members)You will monitor workloads, allocate work, points of contact, rotas and cover to ensure efficient service of deliveryYou will oversee administration and technical support across Wealth, Corporate and Protection businessYou will work closely with the Compliance Manager to ensure FCA and compliance requirements are consistently met and embedded within the teamYou will promote a strong TCF culture, placing excellent client outcomes at the centre of all support functionsYou will identify training needs and implement development, coaching and CPD plansYou will conduct appraisals, one-to-ones, probation reviews and performance managementYou will recruit, develop and resource the team to meet current and future business needsYou will answer and support day-to-day product and process queriesYou will review, improve and implement new processes, efficiencies and system changesYou will manage and contribute to projects, including IT and e-commerce initiativesYou will liaise closely with Compliance, Directors, Product Providers and key stakeholdersYou will provide information to the Senior Management team and Directors around work undertaken by administrators, and where any backlogs may developYou will ensure company values are upheld across all Financial Services staff under your managementYou will provide management reporting and updates to the DirectorsYou will engage with and ensure most effective use of my client chosen CRM – Intelligent Office.What my client is looking forYou will be a confident and capable people manager with strong Financial Services knowledge and a proactive, improvement-focused mindset.Essential skills and experience:You will have proven experience managing administration teams within Financial ServicesYou will have strong people management, coaching and leadership skillsYou will have good knowledge of life assurance, pensions and investment productsYou will have excellent organisational, prioritisation and delegation skillsYou will possess the ability to analyse workflows and implement efficiencies and improvementsYou will be a confident communicator, able to motivate, influence and engage teams and stakeholdersYou will have experience in training, development and performance managementWhy apply for this positionThis is a key leadership role within a respected Financial Services businessAn opportunity to shape and improve systems, processes and team developmentA chance to become a supportive senior leader, working in a collaborative working environmentA chance to focus on quality, compliance and client outcomes — not just volumeMy client offers long-term career development within a growing organisationBenefits\n
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  • Company pension
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  • 25 days holiday + BH (option to purchase additional holiday each year)
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  • Death in Service 4 x Salary
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  • Bupa Cashplan
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  • Annual pay review
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  • Annual group bonus (discretionary)
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  • Regular work social events
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  • Support of professional training and development (CII exams)
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