Director Client Support in Norfolk

We are seeking a highly motivated and organised individual to join our team as a Director Client Support within our Support Department. The successful candidate will provide comprehensive administrative support to a Director, specifically supporting work with high net worth clients, ensuring we have the tools and resources needed to deliver exceptional service.

Salary Range

The salary banding for this role is as follows: £28,000–£30,999 (minimum range), £31,000–£35,999 (mid range), and £36,000–£50,000 (maximum range) per annum. Starting salary will depend on skills and experience. There is scope to progress through the salary bandings as you become fully trained and established in the role, with salaries reviewed on an annual basis.

Key Responsibilities

• Provide high-quality administrative support to the Director.
• Manage Director’s weekly client and company appointments – this includes full calendar management and arranging appointments in advance.
• Develop and maintain strong relationships with high-net-worth clients via telephone, email, and personal financial portal.
• Prepare client packs to the highest standard and complete paperwork prior to/after meetings.
• Prepare and maintain client financial plans using IO and PFP software.
• Complete and audit New Business Submission within a timely manner, including preparing comprehensive Suitability Reports.
• Competent use and understanding of AI technology.
• Complete and audit Post Sales Tasks.
• Ensure compliance is maintained to the highest standards with all necessary documents completed and recorded.
• Track director progress with ensuring paid-on/written targets are met on a regular basis.
• Maintain and manage up-to-date client book, including regular segmentation meetings.
• Build relationships with product partners and key stakeholders.
• Opportunity to lead training and development groups on new and existing processes and products.
• Initiate workload from client and adviser actions.
• Commit to personal development.
• Strong written and verbal communication skills.

Person Specification

Experience

• Minimum of five years’ experience in the financial services industry with an IFA or wealth management company.
• Minimum of two years’ experience providing support at a senior level.

Qualifications

• Financial Services Administrator Level 3 or a similar course.

Employee Benefits

• 22 days Annual Leave plus Bank Holidays, increasing with length of service.
• Company Sick Pay.
• 1 Day Volunteering Leave – give back to a cause that matters to you.
• Death in Service Cover (4x salary) for added peace of mind.
• Employee Assistance Programme – confidential support for you and your immediate family.
• Cycle to Work Scheme – save money while commuting sustainably.
• Payroll Giving Scheme – support charities directly from your salary.
• Company Pension Scheme to support your future.
• Local Corporate Gym Discount (Norwich Office).
• Travel Company Discount (Norwich Office).
• Access to a Financial Adviser to help you plan ahead.
• Discounts with Our Sister Companies – including mortgages, estate planning and will writing.
• Employee Referral Scheme – earn rewards for recommending great people.
• Shop St Employee Discount App – access savings at 1000+ brands on everyday essentials.
• Continuous training and professional development opportunities.
• A collaborative and supportive team environment.

We’re committed to supporting your wellbeing, financial future, and work-life balance.