Senior 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 Role

Reporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice.

Key Responsibilities

Providing high-level technical and administrative support to Financial Planning Partners and advisersActing as a key point of contact for clients and third parties, handling enquiries professionally and efficientlyMeeting and greeting clients and visitors, ensuring a professional and welcoming experienceManaging the end-to-end client lifecycle, from onboarding through to ongoing servicingProcessing new business submissions accurately and efficiently using bespoke financial services softwareManaging and maintaining accurate client records on the Practice CRM systemKeeping back-office systems up to date with live files, detailed case notes, and supporting documentationPreparing meeting packs, valuations, and reports, and following up on client meeting actions and notesTaking ownership of more complex cases and seeing them through to resolutionSupporting compliance and regulatory processes, ensuring adherence to FCA policies and proceduresAssisting with Anti-Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviewsEnsuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirementsLiaising with product providers, and other third parties as requiredIdentifying opportunities to improve administrative processes and contribute to the development of internal proceduresSupporting, training, and mentoring members of the administration team when requiredProviding ad-hoc support to the Partners and Operations Manager as neededAbout You

To be successful in this role, you will ideally have:

Several years' experience within Financial Services, ideally within a St. James's Place Practice, IFA, or insurance environmentExperience supporting advisers and managing complex client casesExcellent customer service skills, with the ability to build trusted and long-lasting client relationshipsA proactive, self-motivated approach and the ability to work with minimal supervisionStrong organisational and time management skills, with confidence prioritising workloads across multiple advisersHigh attention to detail and strong problem-solving abilityExcellent written and verbal communication skills, with strong literacy and numeracyStrong IT skills, including Microsoft 365 and confidence using bespoke financial services systemsA calm, professional approach when working under pressureConfidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive informationHours 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: 5418027760