Client Service Assistant
1 month ago
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 preparing client valuations and review packs, processing post-review related paperwork, and ensuring financial transactions are completed correctly. You will also be communicating with clients and providers, responding to queries via email, and maintaining accurate client records and data.
">To be considered for this role, you must have a minimum of 1 year's experience in an administrative position and be confident in the use of Microsoft Office. You should also have a strong understanding of numbers and be able to work to a high degree of accuracy.
">We offer a competitive salary of £25,000 - £30,000 per annum, depending on experience. Our office hours are 9am-5pm, Monday to Friday, with hybrid working available after the probation period. We also offer 28 days holiday, including closure between Christmas and New Year, death in service 4 x salary, pension, free parking, and a bonus scheme based on company performance.
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Client Service Administrator
6 days ago
Norwich, Norfolk, United Kingdom Service Service Full timeJob Description:We are seeking a highly organized and efficient Client Services Administrator to join our dynamic team in Norwich. As a key member of our administration team, you will play a vital role in ensuring the smooth operation of our office.Your primary responsibilities will include drafting letters and statutory reports, monitoring and updating case...
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Client Servicing Coordinator
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJoin Our TeamWe are looking for a motivated and organized Client Servicing Coordinator to join our team in Norwich. As a key member of our team, you will play a vital role in delivering exceptional client experiences and supporting our Advisers and Paraplanners in their roles.Main ResponsibilitiesCoordinate client reviews and updates, ensuring timely...
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Corporate Client Services Manager
1 month 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...
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Client Support Associate
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJoin Our TeamWe are seeking a talented and ambitious individual to join our team as a Financial Planning Assistant/Administrator at Service Service Employment Agency Limited. As a key member of our team, you will have the opportunity to develop your skills and contribute to the success of our company.Job DescriptionThe Financial Planning...
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Proactive Client Service Coordinator
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeRequired Skills and QualificationsGood understanding of financial services terminology.Knowledge of financial services solutions and associated regulatory and compliance requirements (for example, tax-efficient investments, retirement provision, investments, protection, 'know your client').Ensuring processes and procedures are followed and service standards...
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Financial Services Assistant Manager
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAre you looking for a challenging and rewarding role in financial services? We have an exciting opportunity for a Financial Services Assistant Manager to join our team at Service Service Employment Agency Limited.Job DescriptionThis is an ideal opportunity for a driven individual to provide high-level financial planning support and servicing to clients. The...
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Financial Services Operations Assistant
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time**Company Overview**We are a well-established Financial Planning firm based in the outskirts of Norwich, with an excellent working environment where you are well looked after and valued.Our team is dedicated to providing exceptional service to our clients, and we are seeking an experienced Administrator with a strong background of working in an IFA Practice...
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Financial Services Leader
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Full timeAbout the RoleWe are seeking a talented Legal Conveyancer to join our Norwich/hybrid office. In this role, you will have the opportunity to utilize your expertise in property law and conveyancing to drive business growth and success.Responsibilities: As a Legal Conveyancer at Service Service, you will be responsible for preparing legal documents for clients...
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Client Partnership Specialist
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Description: Developing Client RelationshipsIn this exciting role, you will work closely with corporate clients to develop and maintain profitable relationships through Group Risk and Healthcare advice and services. You will be responsible for collating data, liaising with clients and insurers, and supporting administrative projects.Key...
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Field Service Professional
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Full timeJob OverviewWe are seeking an experienced Electronics Installation Specialist to work with our team in Norwich. As a Field Service Engineer, you will play a crucial role in delivering high-quality services to our clients. The estimated salary for this position is £55,000 - £65,000 per year.Your responsibilities will include:Carrying out installation,...
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Financial Planning Assistant
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob OverviewService Service Employment Agency Limited is seeking an experienced Financial Planning Assistant to join their team in Norwich. This role offers a unique opportunity for individuals to work with a reputable employer who promotes from within and encourages staff development.Salary and BenefitsThe estimated salary for this position is £25,000 -...
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Financial Services Administrator
6 days ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Summary\We are seeking an experienced Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a key member of our administrative staff, you will provide proactive support services to our advisers and clients.\In this role, you will be responsible for arranging plans and investments as recommended by our...
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Financial Services Coordinator
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout This Opportunity:This is an exceptional chance to become part of a leading firm in wealth management, collaborating with a team of experts who deliver exceptional service and professionalism.To succeed in this role, you will need at least four years of experience in comprehensive financial planning. Familiarity with Intelligent Office is highly...
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Expert Financial Services Coordinator
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJoin us at Service Service Employment Agency Limited as a Financial Planning Assistant and become part of a dynamic team dedicated to excellence in wealth management. With a strong background in holistic financial planning, you will be responsible for supporting our Financial Planners in delivering high-quality services to our clients.Your key...
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Financial Services Coordinator
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Title:Financial Services AdministratorAbout the Role:We are seeking an experienced financial services administrator/trainee paraplanner to join our boutique advice practice in Norfolk. As a key member of our team, you will be responsible for liaising with advisers and colleagues on all aspects of the business process.Duties and Responsibilities:Liaise...
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Proactive Service Delivery Associate
1 week ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob Role:At Service Service Employment Agency Limited, we are committed to delivering exceptional customer service to our clients and financial advisors. As a Proactive Service Delivery Associate, you will play a vital role in ensuring the smooth operation of our business, providing administrative and technical support to our teams as needed.The ideal...
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Support Services Associate
2 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeJob DescriptionWe are seeking an Administration Assistant to join our team of professionals. As an Administration Assistant, you will be responsible for:Scanning and distributing incoming postAnswering client queriesUpdating the back-office systemGreeting clients on receptionContacting clientsIn return, we offer a supportive and dynamic work environment,...
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Independent Wealth Management Assistant
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeService Service Employment Agency Limited seeks a motivated and dedicated Independent Wealth Management Assistant to join our growing team.About the PositionIn this role, you will assist our Team Leader in delivering exceptional client service and paraplanning support, leveraging your technical expertise and analytical skills to drive business success.You...
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Wealth Management Assistant
1 month ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeAbout the RoleThis permanent position is based in our city centre office and requires the successful candidate to provide sales support to Independent Financial Planners, assist in obtaining new business, and efficiently servicing existing clients. The role also involves administration of new and existing life, pension, and investment business, as well as PA...
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Financial Planning Assistant
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeA Financial Planning Assistant role has become available at Service Service Employment Agency Limited, offering an excellent opportunity to enhance your career in wealth management.This is a full-time vacancy with the possibility of flexible working hours. As a Financial Planning Assistant, you will provide exceptional support to Financial Planners, ensuring...