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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 Planner Assistant / Administrator

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.

We are looking for Financial Planner Assistants to support our Independent Financial Planners.

You’ll be:

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, support 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.

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

You’ll be a confident and capable people manager with strong Financial Services knowledge and a proactive, improvement‑focused mindset.

Essential skills and experience:

  • Proven experience managing administration teams within Financial Services

  • Strong people management, coaching and leadership skills

  • Good knowledge of life assurance, pensions and investment products

  • Excellent organisational, prioritisation and delegation skills

  • Ability to analyse workflows and implement efficiencies and improvements

  • Confident communicator, able to motivate, influence and engage teams and stakeholders

  • Experience of training, development and performance management

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

Business Travel Insurance with Alan Boswell Group

About us and what we offer:

At Alan Boswell Group we are proud of our people, their successes and value their contributions to our growing business. Whether you are new to insurance or have a number of years’ experience to bring, we encourage employees to develop and grow.

We offer excellent remuneration, benefits package including pension and healthcare scheme, and opportunities for promotion within the company help us hold on to and nurture talent.

Apply online

To apply for this role, please fill out the form below.

Thank you for your enquiry, we will be in touch shortly.

As a leading independent insurance broker and specialist in insurance, risk management, and financial planning products, we are dedicated to finding the right cover to suit your needs.

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