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Financial Services Coordinator

1 month ago

Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
Job Title: Client Service Administrator

My client is a leading Wealth Management company based in Norwich, providing investment and retirement advice to a discerning client base.

To support the Financial Planning Partners by providing administrative support where required, while working collaboratively with the administration team.

The Role:
  • The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an exceptional level of service to their clients.
  • You will be providing technical and administrative support to the Partner and advisers, ensuring seamless day-to-day operations.
  • You will be a key 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, ensuring accurate and timely processing.
  • Your role will involve day-to-day use and management of the company's CRM database, maintaining accurate records and case notes.
  • You will need to keep the back office system updated, ensuring live files and case notes are up-to-date and accessible.
  • You will be providing additional support for the Partner as and when required, ensuring the smooth operation of the practice.
The Person:

To be considered for this exciting role, you will need:

  • To be keen to start work in the financial services industry, with a strong desire to learn and grow.
  • Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software, ensuring seamless integration with the company's systems.
  • Good time management and planning skills, with the ability to prioritize tasks and meet deadlines.

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

Holiday entitlement: 20 days (Christmas - 2 extra days granted by the company on a discretionary basis).