Client Services Administrator - Norwich, United Kingdom - Anglian Wealth Management

Description

Client Services Administrator

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

Working as part of the team at Anglian Wealth Management who are an Appointed Representative of St James Place Wealth Management Plc

St James Place Wealth Management plc (SJP) is a leading and highly regarded FTSE100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

You will be employed by the Practice.

The role - purpose

To support the Financial Planning Partners with providing back office support where required, whilst working with the administration team.


Reports to:
The Operations Manager

The Role:
Administrator

• The 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 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. Due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner
• Your role will involve daytoday 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 be responsible for the preparation of meeting documentation and follow up client meeting notes
• You will be providing additional support for the Partner as and when required

The Person:
Administrator
To be considered for this exciting role you will need:

• Proven work experience as an Administrator or within an office support role
• Financial Services experience, especially with an SJP, IFA or Wealth Management business, is preferred but not essential
• Excellent customer service and the ability to build rapport and manage client relationships
• You are a selfstarter and able to work with little supervision
• Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
• Excellent literacy, numeracy and communication skills
• Strong attention to detail and you are able to problem solve and think on your feet
• Good time management and planning skills
• It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion

Pay:
£21,677.00-£25,000.00 per year


Benefits:

• Company pension
• Financial planning services
• Free parking
• Onsite parking
• Sick pay

Schedule:

• Holidays
• Monday to Friday

Work Location:
In person