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R13 Recruitment is proud to be working in partnership with a highly respected, award-winning financial advisory firm serving clients across Norfolk and Suffolk. This is an exciting opportunity to join an expert client services support team, working across Financial Administration and Paraplanning to deliver outstanding service and support.
The benefits
Salary is offered up to £29,000 DOE, Norwich based, free parking offered onsite, 23 days annual leave + bank holiday, increasing with years of service, generous pension scheme, medical insurance, death in service, employee assistance programme, childcare schemes, clear professional development pathways, and much more!
The company
With a reputation for excellence and innovation, this leading financial advisory firm provides a comprehensive range of services to its clients. Their dedication to outstanding service has earned them multiple industry awards. They foster a supportive and dynamic work environment, committed to professional growth and career development.
The Day to Day:
- Providing essential administrative support to ensure smooth business operations.
- Liaising with clients and product providers via phone, email, and written correspondence.
- Handling client queries efficiently and professionally.
- Preparing client files, meeting notes, and plan information for colleagues.
- Accurately inputting and maintaining client data within internal systems.
- Ensuring all policy and plan documentation is correctly processed and recorded.
- Collaborating with Paraplanners to ensure timely delivery of client reports.
- Producing regular valuation reports for clients.
- Performing ad-hoc administrative tasks as required.
You Will Have/Be:
- Minimum of 2 years experience working in a support financial services capacity.
- Strong written and verbal communication skills, with the ability to build and maintain professional relationships
- Proactive, organised, and able to manage your workload effectively.
- Excellent interpersonal skills and a team-player mindset.
- Strong numeracy and problem-solving abilities, with a solutions-focused approach.
- IT proficiency, including working knowledge of Excel, Word, Outlook, and PowerPoint.
