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Financial Services Client Support Administrator

Job Posted: 18 days ago

Salary: £ 35,000 - 40,000 / Annum
Job Type: Permanent
Location: Norwich

Expire in: 10 days

Job Description

Financial Services Client Support Administrator
Essential: minimum of two years’ experience within a wealth management company or in an IFA Administrator role.
 Norwich

We are seeking an organised, proactive, and relationship focused Client Support professional to deliver exceptional administrative support to a Director in this reputable firm. This role suits someone who enjoys working in a professional environment, building strong rapport with high net worth clients, and consistently produces work to the highest standard.
 
 Key Responsibilities:
Manage the Director’s diary, client appointments, and meeting preparation
Build and maintain strong client relationships via phone, email, and financial platforms
Prepare client packs, financial plans, and suitability reports
Complete and audit new business and post sale tasks with accuracy and attention to detail
Ensure all compliance requirements are met to the highest standard
Maintain an up to date client book and support director performance tracking
Collaborate with internal teams and product partners
Contribute to training, development, and continuous process improvementPlease send your CV to (url removed) today

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