Director Client Support in Norwich

Insight Financial Associates is a leading independent financial advisory firm based in Norwich, Norfolk, with additional offices in Harlow, Westerham, and St Ives. Serving clients across the UK, Insight provides tailored services to help individuals achieve and maintain their financial goals. The firm partners with specialized subsidiaries, including Insight Private Finance, Foresight Estate Planning & Will Writing, and Insight Accountancy Services, to offer a comprehensive approach to financial solutions. Insight Financial Associates is authorised and regulated by the Financial Conduct Authority, ensuring high standards of service and professionalism.

Summary

We are seeking a highly motivated and organised individual to join our team as a Director Client Support within our Director Support Department. The successful candidate will provide comprehensive administrative and client support to an appointed Director within the business.

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.
• 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.
• Initiate workload from client and adviser actions.
• Commit to personal development.
• Demonstrate strong written and verbal communication skills.

What skills and knowledge are we seeking?

• Strong attention to detail.
• Foundation level of product knowledge in financial services.
• Excellent telephone etiquette, actively listening and asking questions to clarify understanding.
• Effective time management and prioritisation skills.
• Ability to maintain high standards whilst working under pressure.
• Cooperative and effective teamwork to accomplish tasks and achieve targets.
• Building and nurturing positive relationships internally and externally.
• Treating others with respect and remaining approachable and friendly.
• Proactive and engaged approach.
• Proficiency in using Microsoft and online platforms.
• Ability to proactively identify, investigate and resolve challenges.
• Constantly seeking ways to improve processes, systems, or strategies and foster a problem-solving mindset.

Additional attributes that would be beneficial, but not essential for the role:

• Use of Intelligent Office.
• Minimum of two years’ experience in the financial services industry with an IFA or wealth management company.
• Strong team-oriented mindset and a desire to contribute to the development of others.
• Knowledge of tax planning products.

Company Benefits:

• 22 Days Annual Leave plus Bank Holidays, increasing with length of service.
• 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.
• 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.