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My client is a well-established IFA practice based in the heart of Norwich city, offering bespoke advice to both corporate and private clients.
My client is seeking an experienced Client Service Support Administrator (Financial Services Administrator) to join their team. This is a key role within the Client Services department, where you will take the lead in supporting designated Wealth Managers / Financial Planners in their capacity to provide holistic Financial Planning Advice, whilst meeting their administrative needs.
The Role
- Under the direction of the Head of Client Services the role’s purpose is to provide first class administration and support, ensuring the completion of work is wholly accurate, and timely whilst ensuring the service our clients receive is exemplary.
- Maintain client records, ensuring they are accurate and up to date using iO systems.
- Build excellent working relationships with clients, prospects, introducers and platform providers whilst often being the first port of call for clients, particularly when Wealth Manager is not available.
- Assisting Wealth Manager/Financial Planner with their administration of clients including handling enquiries, logging queries, and providing effective follow-ups to both Wealth Managers / Financial Planners and their clients.
My client is looking for
- You will be self-motivated, accountable and committed with excellent team player skills.
- You will hold strong communication skills both written and verbal.
- You will hold excellent interpersonal skills with the ability to build and maintain both internal and external professional working relationships.
- You will be a good team player with the ability to work on your own without constant supervision.
- You will hold a good understanding of a Client Services environment including dealing with administrative complex cases.
- You will have experience of working in a client services support role in a financial environment
- You will have strong organisational, prioritisation and delegation skills with good time management and flexibility in work approach.
- You will be highly numerate with excellent problem-solving skills and consistently solutions focussed.
- You will be a strong team player, fostering strong working relationships across teams and other departments.
- You will have excellent IT skills, particularly in Excel, Word, Outlook and PowerPoint.
- You will have good working knowledge and experience of using Intelliflo Office system.
What my client can offer
- A competitive salary of up to £29,000.00 dependent on experience.
- An excellent and competitive benefits package including free parking, life cover, pension and private medical insurance as well as support in achieving industry recognised qualifications (a full comprehensive list is available upon application).
- A supportive, fast-paced working environment with opportunities to contribute to the company’s success.
- Development pathways into more technical roles as opportunities arise.
