At a Glance
- Tasks: Provide admin support to the Private Client team and manage client records.
- Company: Award-winning financial advice firm with a friendly and engaging culture.
- Benefits: Market-leading salary, excellent benefits, and career progression opportunities.
- Other info: Supportive environment focused on personal and professional growth.
- Why this job: Join a rewarding organisation and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Do you have experience of working in a regulated environment , e. g. financial planning, banking, pensions, investments, do you want to work for a personable, engaging and rewarding organisation, then please read on… My client is an award winning advice firm with offices across Norfolk and Suffolk, they have been established for almost forty years.
My client is seeking a Financial Services experienced candidate who has spent time working in private client.
The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially.
Role Purpose You will provide administrative support to the Private Client team, to ensure that they have timely and accurate information.
To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems.
Key Responsibilities To generate quotes from various providers To assist in the formatting of data from clients and eligibility, and upload for scheme processing To prepare meeting packs for consultants, including governance meetings To complete post meeting housekeeping - including actions and updating systems where directed.
To assist with administering new and existing schemes and respond t...
Contact Details:
Service Service Employment Agency Limited Recruitment Team
