Senior Client Services Administrator

2 weeks ago


Norwich Norfolk, United Kingdom Service Service Employment Agency Limited Full time

My client is a central Norwich based Wealth Management company whom provide investment and retirement advice to a High Net Worth client base. a boutique practice that believes in putting their strong client base at the forefront of all that they do.

The role – purpose

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.

The Role:
• 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. 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 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 be responsible for the preparation of meeting documentation and follow up client meeting 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.
The Person:
To be considered for this exciting role you will need:
• 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 be a self-starter and able to work with little supervision
• You will possess strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
• You will have excellent literacy, numeracy and communication skills
• You will possess strong attention to detail and be able to problem solve and think on your feet
• You will have 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.

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

#J-18808-Ljbffr

  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    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...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    My client is a Norwich based Wealth Management company who 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. To learn all aspects of the administrative work involved in a busy financial services...


  • Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    My client is a Norwich based Wealth Management company who provide investment and retirement advice to a High Net Worth client base. a boutique practice that believes in putting their strong client base at the forefront of all that they do. To support the Financial Planning Partners by providing back-office support where required, whilst working with the...

  • Senior Administrator

    2 weeks ago


    Norwich, Norfolk, United Kingdom Service Service Full time

    Our client is a niche manufacturer within the engineering sector and we are looking for an experienced/senior administrator to work within their close-knit team. The role will provide administration services across the whole of the business with a particular focus on security standards. The main responsibilities of the role…. * Managing inward and...


  • Thetford, Norfolk, United Kingdom Spider Full time

    Customer Service Administrator - If you are a motivated individual with strong administrative skills this could be the next role for you! Spider is working on behalf of a Transport Company, who are looking to recruit an experienced Customer Service Administrator based at their premises in Thetford, Norfolk. Competitive salary: £Holiday: 25 days holiday...

  • Service Controller

    2 weeks ago


    Norwich, Norfolk, United Kingdom Sprint Recruitment Limited Full time

    Maintenance Controller Location of the Maintenance Controller / Fleet Administrator / Service Controller / Fleet Maintenance Planner / Senior Service Advisor / Aftersales Advisor / Workshop Controller / Workshop Administrator / Fleet Controller / Service Maintenance Controller: Salary of the Maintenance Controller / Fleet Administrator / Service...


  • Norwich, United Kingdom GCB Agency Recruitment Full time

    Are you an experienced Financial Services Administrator looking to work for a busy IFA? My client is a boutique wealth planning firm. They have built the Company on integrity and trust because doing what is right for their clients is best for their business. An excellent opportunity to work as a Senior IFA Administrator within a close-knit, busy, and...


  • Norwich, United Kingdom GCB Recruitment Full time

    We are currently looking for an experienced Senior IFA Administrator to join our clients, an established investment Management group in the Norwich area. My clients are recognised as one of the largest independent regional advisers. For over 30 years, theirspecialist teams have supported clients in the construction of sound financial plans for their families...


  • Norwich, United Kingdom Service Service Full time

    Our client is a niche manufacturer within the engineering sector and we are looking for an experienced/senior administrator to work within their close-knit team. The role will provide administration services across the whole of the business with a particular focus on security standards. The main responsibilities of the role…. * Managing inward and...


  • Norwich, Norfolk, United Kingdom NielsenIQ Connect Partner Network Full time

    You will work as part of the Retail Services Team, providing a first class customer experience to our retailer base. Your time will be spent with your key customer contacts on a daily basis as well as interacting with key departments internally including Supplier Sales and the wider Business You will be expected to achieve a high level of Customer...


  • Norwich, Norfolk, United Kingdom Select Appointments Full time

    Are you a Building Services Engineer looking to elevate your career to new heights? Do you have an electrical bias and a keen interest in projects across sectors like health, education, and commercial? My client, a multi-disciplinary property and construction consultancy, is looking to hire either an Intermediate or Senior Building Services Engineer for...


  • Norwich, Norfolk, United Kingdom ISQ Recruitment Full time

    Service Manager After-sales Support Employment Type: Full-Time, Office-Based (with occasional site visits) Salary: Highly Competitive & Negotiable, Depending on Experience ISQ Recruitment is seeking a Service Manager on behalf of one of our clients, a leader in the specialised engineering/technology sector (not IT). This important role is...

  • Head of Training Services

    Found in: Jooble UK C2 - 2 weeks ago


    Norwich, Norfolk, United Kingdom ISQ Recruitment Full time

    Service Manager – After-sales Support Employment Type: Full-Time, Office-Based (with occasional site visits) Salary: Highly Competitive & Negotiable, Depending on Experience ISQ Recruitment is seeking a Service Manager on behalf of one of our clients, a leader in the specialised engineering/technology sector (not IT). This important role is based in...

  • Head of Training Services

    Found in: Jooble UK C2 - 2 weeks ago


    Norwich, Norfolk, United Kingdom ISQ Recruitment Full time

    Service Manager – After-sales Support Location: Norfolk Employment Type: Full-Time, Office-Based (with occasional site visits) Salary: Highly Competitive & Negotiable, Depending on Experience ISQ Recruitment is seeking a Service Manager on behalf of one of our clients, a leader in the specialised engineering/technology sector (not IT). This...


  • Norwich, Norfolk, United Kingdom ISQ Recruitment Full time

    Service Manager – After-sales Support Employment Type: Full-Time, Office-Based (with occasional site visits) Salary: Highly Competitive & Negotiable, Depending on Experience ISQ Recruitment is seeking a Service Manager on behalf of one of our clients, a leader in the specialised engineering/technology sector (not IT). This important role is based in...


  • Norwich, Norfolk, United Kingdom ISQ Recruitment Ltd Full time

    Service Manager – After-sales Support Location: Norfolk Employment Type: Full-Time, Office-Based (with occasional site visits) Salary: Highly Competitive & Negotiable, Depending on Experience ISQ Recruitment is seeking a Service Manager on behalf of one of our clients, a leader in the specialised engineering/technology sector (not IT). This...


  • Norwich, Norfolk, United Kingdom R13 Recruitment Full time

    An exciting opportunity awaits a Recruitment Administrator, looking for entrance into the world of recruitment, to join a well-established business in Norwich. This full-time, temporary position for 3 months duration (with the potential to go permanent), with working hours from Monday to Friday (9:00am - 5:00 pm), offers a competitive hourly wage of...

  • Pricing Administrator

    2 weeks ago


    Norwich, Norfolk, United Kingdom Anglian Home Improvements Full time

    Opportunity to join a busy and exciting commercial business within the Term Contracts team. We are a national company that provides a local service to Housing Association, Public Sector and Private sector clients. We are looking for a Term Contract Administrator and this role will: Be responsible for administration and pricing client Term Contract surveys...

  • Pricing Administrator

    Found in: Jooble UK C2 - 2 weeks ago


    Norwich, Norfolk, United Kingdom Anglian Home Improvements Full time

    Opportunity to join a busy and exciting commercial business within the Term Contracts team. We are a national company that provides a local service to Housing Association, Public Sector and Private sector clients. We are looking for a Term Contract Administrator and this role will: Be responsible for administration and pricing client Term Contract surveys...


  • Norwich, United Kingdom Employment Specialists Ltd Full time

    **Insurance Client Service Advisor** Our high quality Insurance Broking client is rapidly expanding and is recruiting for Senior Insurance professionals to join their Technical Teams. This is an exciting time to join them and they have opportunities at a range of levels, to suit your experience, which will challenge the more senior but also which will...