Client Services Administrator

My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city.

The purpose of this role is to support the Financial Planning Partners with providing back-office support where required, whilst working within the administration team.

The Role:

* The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients

* You will be providing technical and administrative support to the Partner and the firms Advisers

* You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office

* You will be responsible for business submission using bespoke software; due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner

* Your role will involve day-to-day use and management of the Practice’s CRM database

* You will need to keep the back-office system updated maintaining live files and case notes

* You will be responsible for the preparation of meeting documentation and follow up client meeting notes

* You will be providing additional support for the Partner as and when required

The Person :

To be considered for this exciting role you will need:

* Proven work experience as an Administrator or within an office support role

* Financial Services experience, especially with an SJP, IFA or Wealth Management business, is preferred but not essential

* Excellent customer service and the ability to build rapport and manage client relationships

* You are a self-starter and able to work with little supervision

* Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software

* Excellent literacy, numeracy and communication skills

* Strong attention to detail as well as the ability to problem solve and think on your feet

* Good time management and planning skills

* It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion

Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch.

My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded.

After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day.

After 10 years with the company, holiday entitlement will increase to 27 days.

Pension

Parking

Professional qualifications are supported