Administrative Support Professional

17 hours ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
Administrative Support Professional

We are looking for a highly organized and detail-focused Administrative Support Professional to support our financial planning team at Service Service Employment Agency Limited.

About the Job:

  1. Support financial planners in creating client valuation reports and review packages.
  2. Process and manage post-review documentation and correspondence.
  3. Respond to client and provider inquiries in a timely and professional manner.
  4. Ensure accurate and compliant financial transactions and record-keeping.
  5. Maintain accurate client data and records.
  6. Interpret and disseminate information from providers and fund managers to financial planners.
  7. Coordinate the distribution of letters of authority and correspondence to clients, partners, and third parties.
  8. Create meeting packets for new clients.
  9. Carry out various administrative tasks as assigned.

What We Offer:

  • Salary: £27,000 - £32,000 per annum.
  • Holidays: 28 days, including closure between Christmas and New Year.
  • Death in service benefit: 4 times annual salary.
  • Pension scheme with employee and employer contributions.
  • Free parking.
  • Bonus scheme tied to company performance, payable after probationary period.


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