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Financial Services Coordinator
1 month ago
Job Title: Client Administrator
Industry: Wealth Management
Location: Wymondham, Norwich
Salary: £22,000 - £30,000 per annum
About the Role:
Job Description:We are seeking a skilled Financial Administrator to join our team in Wymondham, Norwich. As a Client Administrator, you will be responsible for providing administrative support to our Financial Advisors.
Your primary duties will include:
- Processing new business transactions
- Preparing review packs and documents
- Managing client correspondence and inquiries
- Filing and data management
- Performing fund switches and withdrawals
You will also be expected to:
- Act as a point of contact for clients
- Maintain accurate records and reports
- Collaborate with the team to achieve goals and objectives
Benefits:
- Annual salary of £22-£30K plus benefits
- Opportunities for career development and progression
- 28 days holiday plus bank holidays
- Christmas time off and other benefits