Client Services Administrator

Description

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 clientsYou 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 officeYou 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 mannerYour role will involve day-to-day use and management of the Practice's CRM databaseYou will need to keep the back-office system updated maintaining live files and case notesYou will be responsible for the preparation of meeting documentation and follow up client meeting notesYou will be providing additional support for the Partner as and when requiredThe Person:

To be considered for this exciting role you will need:

Proven work experience as an Administrator or within an office support roleFinancial Services experience, especially with an SJP, IFA or Wealth Management business, is preferred but not essentialExcellent customer service and the ability to build rapport and manage client relationshipsYou are a self-starter and able to work with little supervisionStrong IT skills, including Microsoft 365 and an ability to navigate bespoke softwareExcellent literacy, numeracy and communication skillsStrong attention to detail as well as the ability to problem solve and think on your feetGood time management and planning skillsIt is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretionHours 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

Ad ID: 5418027758