Client Service Administrator

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. **Role purpose** To support the Financial Planning Partners by providing back-office support where required, whilst...

Client 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...

About 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...

Your 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...

Our 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...

We 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...

Job 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 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...

Job 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...

Financial Planning and Administration SpecialistAt Service Service, we are seeking an experienced Financial Planning and Administration Specialist to join our established Financial Planning team. This role presents an excellent opportunity to work with a well-established team of professionals in the wealth management and retirement provision sector.You will...

Sales Administrator £25k annum Norwich NR1 Full-time OR part-time We are looking for a friendly and organized Sales Administrator to support our client’s sales team. You will need to be highly accurate as you cover sales orders, sales pipelines, and renewals activity, amongst other administrative tasks such as invoicing and liaising with the finance...

Are you an experienced Administrator looking for a new challenge in the Financial Planning sector? We have an exciting opportunity for a skilled professional to join our team as a Financial Planning Administrator.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our Advisers and clients. As a...

About the RoleWe are looking for a highly motivated Trainee Administrator to join our dynamic team at Service Service Employment Agency Limited. As a key member of our administration team, you will be responsible for providing technical and administrative support to our financial planning partners.Your duties will include managing our CRM database,...

About the CompanyService Service Employment Agency Limited provides an online investment administration service for Financial Advisers and their clients. As an Asset Transfer Specialist, you will play a critical role in delivering exceptional customer experiences.ResponsibilitiesDesign, project manage, and oversee the transfer of assets for clientsManage...

**Details**: **Reference number**: - 342307**Salary**: - £21,355- A Civil Service Pension with an average employer contribution of 27%**Job grade**: - Administrative Assistant- HMPPS Band 2**Contract type**: - Permanent**Type of role**: - Administration / Corporate Support**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number...

Salary: £24,000 - £28,000 per annum (dependent on experience)Job Description:Drafting letters and statutory reportsMonitor and update case diaries to ensure all statutory and internal deadlines are metProduce accurate file notes on overview of bank statements and other investigationsPrepare periodic case reviews and ensure files are maintainedCorresponding...

About Us">Our client is a reputable and well-established financial planning and wealth management practice based just south of Norwich. They are seeking a skilled Client and Service Delivery Assistant to join their team, providing administrative support to their Financial Planners and helping them to deliver excellent customer service. ">The successful...

**Details**: **Reference number**: - 302714**Salary**: - £19,355**Job grade**: - Administrative Assistant- Band 2**Contract type**: - Permanent**Type of role**: - Administration / Corporate Support**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 1Contents Location About the...

Company OverviewService Service Employment Agency Limited, a reputable wealth management company based in Norwich, provides investment and retirement advice to a high-net-worth client base. We foster a professional and innovative environment where employees collaborate and share their knowledge to deliver exceptional service.Job DescriptionThe successful...

Job DescriptionWe are seeking a highly skilled Senior Financial Services Consultant to join our team at Service Service Employment Agency Limited. As a Senior Financial Services Consultant, you will be responsible for providing administration and general support to an Employee Benefits Consultant in the day-to-day running of client accounts across a range of...