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    Client Services Senior Administrator - Norwich, Norfolk, United Kingdom - Service Service Employment Agency Limited

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    Description

    My client is a central Norwich based Wealth Management company whom provide investment and retirement advice to a High Net Worth client base.

    To support the Financial Planning Partners by providing back-office support where required, whilst working with the administration team as well as working closely with the Operations Manager.

    My clients practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients


    • You will be providing technical and administrative support to the Partner and supporting advisers
    • You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
    • You will be responsible for business submission using bespoke software and writing basic suitability letters. Your role will involve day-to-day use and management of the Practice's CRM database
    • You will need to keep the back office system updated maintaining live files and case notes
    • You will assist with specific enquiries from the administration team with regards to more complicated cases and able to problem solve.
    • You will be providing additional support for the Partner as and when required
    • You will be providing support to the Operations Manager on any operational details required.
    • As and when required by the Operations Manager you will assist with training the administration team.
    Financial Services experience, over a number of years within an advice practice.


    • Excellent customer service and the ability to build rapport and manage client relationships
    • You will possess strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
    • You will have good time management and planning skills

    Office hours:
    full time, Monday to Friday 9am until 5pm with 1 hour for lunch.
    #


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