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Client Services Support

rthirteen recruitment
Posted 2 days ago, valid for 17 days
Location

Norwich, Norfolk NR8 6PW, England

Salary

£28,000 - £33,600 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • R13 is partnering with a prestigious financial advisory organization in Norfolk and Suffolk, seeking a new team member for their client services support team.
  • This full-time, permanent position is based in the Norwich Office, offering a salary between £25,000 and £28,000, depending on experience.
  • Candidates should have previous experience in a similar role within a financial environment, along with strong communication and organizational skills.
  • The role includes providing administrative support, liaising with clients and product providers, and preparing client documentation.
  • In addition to a supportive working environment, the company offers benefits such as 23 days of annual leave, a pension scheme, and professional development opportunities.

R13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial Administration and Paraplanning departments.

Based in the Norwich Office, this is a full time, permanent position working 37.5 hours per week, Monday to Friday 8.30am - 5pm, and is offering a salary between £25,000 and £28,000, depending on experience.

The companyThis highly successful financial advisory organisation provides a wide range of services to their client base, priding themselves on their exceptional service, gaining them a number of industry awards. With a team of experts, this organisation offers a challenging, yet supportive working environment, fostering the professional development of the team.

The benefits23 days annual leave + bank holiday, increasing with years of service, generous pension scheme, medical insurance, death in service, employee assistance programme, childcare schemes, professional development opportunity and more!

The day to day

  • Providing integral administrative support to the business.
  • Liaising with clients and product providers via telephone, letter and email.
  • Handling client queries promptly and clearly.
  • Preparation of client files, meeting notes and plan information on behalf of colleagues.
  • Accurately inputting client information onto internal systems.
  • Providing appropriate documentation to enable changes to be processed.
  • Arranging the set-up of all policies and plans and producing plan information.
  • Liaising with Paraplanners to ensure client reports are issued promptly.
  • Preparing valuation reports regularly.
  • Ad-hoc duties as required.

You will have/be

  • Previous experience in a similar role in a financial environment is desired.
  • Strong written & verbal communication skills, with the ability to build and maintain profession rapport.
  • A team player, with a good initiative and the ability to take charge of their own workload.
  • Excellent interpersonal skills.
  • Organised with good time management skills.
  • Highly numerate with excellent problem-solving skills and consistently solutions focussed.
  • Computer literate with working knowledge of Excel, Word, Outlook and PowerPoint

How to apply

To hear more details about this fantastic opportunity please email your CV to Rosie Branford - Senior Recruitment Partner at rthirteen recruitment. If you don’t hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.