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Administrator - Financial Services

Recruiter
Atkinson Moss
Location
Norwich
Salary
£30,000 - £32,000 per year
Contract
Permanent
Work pattern
Full Time
First listed by Ontap
8 September 2026
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Job description

Administrator - Financial Services

Norwich, Norfolk

£30,000 - £32,000 per annum

Full-time Permanent Office-based

Monday to Friday, 9:00am - 5:30pm

Atkinson Moss is working with an established financial services business in Norwich who are looking for an Administrator to join their team.

This is a financial services administration and operations role. You'll be involved in areas such as ISA administration, transfers, dividends, client accounts and reconciliations, with a strong focus on accuracy and ensuring everything is processed correctly.

There's a good mix of processing, checking and administration involved, so we're looking for someone who is highly organised, comfortable working with numbers and has some previous financial services experience.

You don't need to have done exactly this role before, and the company is happy to support you in developing your knowledge and working towards your Level 3 CISI qualification.

Responsibilities will include:

Processing ISA subscriptions, dividends and transfers
Managing client accounts, including closures, conversions and re-registrations
Completing daily checks and reconciliations
Supporting with ISA10 reporting and client valuation packs
Calculating client fees
Responding to client and regulatory requests
Supporting with Corporate Actions
Providing cover and support across the wider team when required
Keeping up to date with relevant regulatory and market developments

We're looking for someone with at least one year's experience within financial services, ideally with some knowledge of investments, client assets, ISA administration or financial services operations.

You'll be:

Highly organised with excellent attention to detail
Confident working with numbers and financial information
Analytical and methodical
Able to prioritise and manage multiple tasks
A good communicator and team player
Proactive and able to use your own initiative
Adaptable and keen to develop your knowledge and skills

Benefits

Private healthcare - currently provided by Bupa
10% employer pension contribution with a minimum employee contribution of 2.5%
Death in Service cover of 4 times your basic salary
Spouse/Dependant's Pension benefit
Annual discretionary bonus - typically around 8-10% of salary, depending on company performance
Permanent Health Insurance, providing an income of up to two-thirds of basic salary, subject to the policy terms

This is a great opportunity to join an established financial services business, develop your experience and continue working towards professional qualifications with the support of the company.

If you're interested in applying or require more information, please contact Megan Reeve at Atkinson Moss. If you have an up-to-date CV please include it with your email.

Not the job for you? Please do reach out as we have multiple Office Support Jobs available in Norfolk and Suffolk.

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