Financial Services Administration Manager
We are looking for an experienced Financial Services Administration Manager to lead and develop our Financial Services administration function.
Posted:
8/05/26
Location:
Norwich
Hours:
Full-time
Flexibility:
Office-based
Yearly salary:
£45,000 - £55,000
Job type:
Financial Services Administration Manager
We are a well-established company in Norwich which has been finding financial solutions for wealth and corporate clients for over 40 years.
Our Financial Planners provide a holistic financial planning service for both personal and corporate clients incorporating the use of protection products, investment products, pension planning and tax planning.
You’ll be:
Key responsibilities
As Financial Services Manager, you will:
Lead, motivate and manage a team of administrators and technical staff (currently c.22 team members)
Monitor workloads, allocate work, points of contact, rotas and cover to ensure efficient service delivery
Oversee administration and technical support across Wealth, Corporate and Protection business
Work closely with our Compliance Manager to ensure FCA and compliance requirements are consistently met and embedded within the team
Promote a strong TCF culture, placing excellent client outcomes at the centre of all support functions
Identify training needs and implement development, coaching and CPD plans
Conduct appraisals, one‑to‑ones, probation reviews and performance management
Recruit, develop and resource the team to meet current and future business needs
Answer and support day‑to‑day product and process queries
Review, improve and implement new processes, efficiencies and system changes
Manage and contribute to projects, including IT and e‑commerce initiatives
Liaise closely with Compliance, Directors, Product Providers and key stakeholders
Provide information to the Senior Management team and Directors around work undertaken by administrators, and where any backlogs may develop
Ensure company values are upheld across all Financial Services staff
Provide management reporting and updates to the Directors
Engage with and ensure most effective use of our CRM – Intelligent Office.
What we’re looking for
Why join us?
A key leadership role within a respected Financial Services business
Opportunity to shape and improve systems, processes and team development
Supportive senior leadership and collaborative working environment
Focus on quality, compliance and client outcomes — not just volume
Long‑term career development within a growing organisation
Benefits
25 days annual leave + Bank Holidays (option to purchase up to three additional holiday days in April each year)
Discretionary annual Company bonus scheme
Life Insurance (4x annual salary)
Bupa Cashplan
Salary Exchange pension scheme
Supported professional training and development
Discounted financial services and insurance products
Funded professional memberships
Recruitment referral incentive bonus ‘refer a friend’
Client introduction commission incentive etc.
Bike to work scheme
Subsidised restaurant in the Norwich office
About us and what we offer:
Apply online
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