Client Services Administrator
6 months ago
**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 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 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 self-starter 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
- On-site parking
- Sick pay
Schedule:
- Holidays
- Monday to Friday
Work Location: In person
-
Client Service Administrator
6 months ago
Norwich, United Kingdom Anglia DNA Services Full timeJob description ANGLIA DNA is a real success story and has seen rapid growth, which is set to continue under the leadership of its’ dynamic owner. The company provides a variety of medical tests from DNA samples, including parentage, drugs, alcohol, disease and many others. We are a small flexible team which has recently expanded to the extent that we now...
-
Client Services Administrator
6 months ago
Norwich, United Kingdom Your Resourcing Partner Ltd Full timeWe are recruiting for a **Client Services Administrator **for a well-established partner practice of St. James’s Place Wealth Management based in Snetterton, Norwich (NR16 2). **Role overview** The role of **Client Services Administrator** is to provide a high level of administrative and client servicing support with our company’s clients, assisting...
-
Client Services Administrator
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeClient Services Administrator OpportunityWe are seeking a highly organized and detail-oriented Client Services Administrator to join our dynamic team in Norwich. As a key member of our client-facing administration team, you will be responsible for providing exceptional support to our clients and colleagues.Key Responsibilities:Drafting and preparing...
-
Trainee Client Services Administrator
6 months ago
Norwich, United Kingdom Service Service Full timeMy 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. **Role purpose** To support the Financial Planning Partners by providing back-office support where required, whilst...
-
Service Administrator
6 months ago
Norwich, United Kingdom Perfect Placement UK Ltd Full time**County**: Norfolk **Town/City**: Norwich **Sector**: Service Department, Commercial Dealership **Salary**: £30000 per annum **Job ref**: 131208 **Service Administrator - Norwich** An opportunity has arisen to join us as a Service Administrator with a highly regarded agricultural company. The Service Administrator role is there to assist and support...
-
Client Services Assistant
4 weeks ago
Norwich, Norfolk, United Kingdom R13 Recruitment Full timeR13 Recruitment is working in partnership with a well-respected, award-winning financial advisory organisation to find an exceptional candidate for a Client Services Support role.This is an opportunity to join an impressive client services support team who have a wealth of knowledge and expertise, utilising their experience across the firm's Financial...
-
Client Services Support
10 hours ago
Norwich, United Kingdom R13 Recruitment Full timeR13 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...
-
Client Services Support
1 month ago
Norwich, United Kingdom CV-Library Full timeR13 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...
-
Client Services Support
6 days ago
Norwich, United Kingdom R13 Recruitment Full timeR13 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...
-
Administrator
5 months ago
Norwich, United Kingdom Hughes and Associates Property Services Ltd Full time**Company**: Hughes and Associates Property Services Ltd **About Us**: Hughes and Associates Property Services Ltd is a leading property management company based in Norwich. We specialise in providing a wide range of property services to our clients, including property maintenance and facilities management. We are currently seeking a motivated individual...
-
Client Service Assistant
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the Role">We are seeking a highly organized and efficient Client and Service Delivery Assistant to join our team at Service Service Employment Agency Limited. This is an exciting opportunity for someone with excellent communication skills, attention to detail, and the ability to work independently. ">The successful candidate will be responsible for...
-
Client Services Representative
5 months ago
Norwich, United Kingdom Heritage Wills Full timeAttention to detail, accuracy and thoroughness are essential along with flexibility and the ability to prioritise tasks. Heritage Wills is continually evolving so an ability to embrace and enjoy change is key. This is a full time role working 40 hours a week. **Summary of Job** **Main responsibilities** To professionally handle enquiries from...
-
Client Services Representative
6 months ago
Norwich, United Kingdom Heritage Wills Full timeAttention to detail, accuracy and thoroughness are essential along with flexibility and the ability to prioritise tasks. Heritage Wills is continually evolving so an ability to embrace and enjoy change is key. This is a full time role working 40 hours a week including 1/2 hour paid lunch break. **Summary of Job** **Main responsibilities** To...
-
Client Services Associate
7 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeYour Role:In this role, you will play a key part in supporting our team's day-to-day activities. This includes drafting letters and reports, maintaining accurate records, and providing exceptional customer service.Responsibilities:Drafting and sending correspondence to clients and stakeholdersUpdating and maintaining client records and databasesCoordinating...
-
Financial Services Administrator
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeOur client, a leading Wealth Management company in Norwich, is seeking a highly organized and detail-oriented individual to join their team as a Trainee Administrator.The successful candidate will provide administrative support to the Financial Planning Partners, including back-office tasks, data management, and client communication.This is an excellent...
-
Client Services Support Coordinator
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob DescriptionWe are seeking an experienced Client Services Support Administrator to join our team at Service Service Employment Agency Limited.The ideal candidate will have a strong background in financial services, with a minimum of two years' experience working in an IFA Practice setting or a similar role. They will have previously used the back-office...
-
Client Services Assistant
6 months ago
Norwich, United Kingdom Leathes Prior Solicitors Full time**The Post and team** We are excited to announce a new post for the firm, growing our recently created Client Services Team. Initially focusing on the key onboarding processes for our clients across multiple areas of the firm, this role will include initial communications with prospective clients to ensure smooth opening of new matters whilst prioritising...
-
Service Administrator
6 months ago
Norwich, United Kingdom Ben Burgess Full time_At Ben Burgess its been our mission since 1931 to be the leader in our industry by offering excellent customer experiences and an inspiring place to work._ Our Service Administrator reports into our Service Managers within our workshop / service teams. They are key to ensuring we offer outstanding service, ensure excellent administration and the smooth...
-
Plant Administrator
5 months ago
Norwich, United Kingdom Eco2 Management Services Limited Full time**Plant Administrator** Eco2 Management Services Ltd (EMSL) is looking for an individual to provide a high level of administrative support to the EMSL site team that is managing two greenhouse schemes in Norfolk and Suffolk. The aim is to assist in the smooth operation of daily tasks in a positive and creative way. The role would be home-based but would...
-
Corporate Client Services Manager
7 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob SummaryWe are seeking a highly skilled Corporate Client Services Manager to join our team at Service Service Employment Agency Limited. The successful candidate will have excellent organizational and communication skills, with a strong understanding of financial regulations and procedures.The estimated salary for this role is £28,000 - £32,000 per...