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- Tasks: Support Financial Planning Partners and manage client relationships in a dynamic office environment.
- Company: Boutique Wealth Management practice in Norwich with a focus on client service.
- Benefits: Competitive salary, 20-27 days holiday, pension, and support for professional qualifications.
- Why this job: Join a collaborative team and make a real impact in the financial services sector.
- Qualifications: Experience in administration, strong IT skills, and excellent customer service abilities.
- Other info: Full-time role with opportunities for career growth and professional development.
The predicted salary is between 30000 - 42000 £ per year.
My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net-Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city.
The purpose of this role is to support the Financial Planning Partners with providing back-office support where required, whilst working within the administration team.
The Role:
- The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients.
- You will be providing technical and administrative support to the Partner and the firms Advisers.
- You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office.
- You will be responsible for business submission using bespoke software; due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner.
- Your role will involve day-to-day use and management of the Practice’s CRM database.
- You will need to keep the back-office system updated maintaining live files and case notes.
- You will be responsible for the preparation of meeting documentation and follow up client meeting notes.
- You will be providing additional support for the Partner as and when required.
The Person:
- To be considered for this exciting role you will need proven work experience as an Administrator or within an office support role.
- Financial Services experience, especially with an SJP, IFA or Wealth Management business, is preferred but not essential.
- Excellent customer service and the ability to build rapport and manage client relationships.
- You are a self-starter and able to work with little supervision.
- Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software.
- Excellent literacy, numeracy and communication skills.
- Strong attention to detail as well as the ability to problem solve and think on your feet.
- Good time management and planning skills.
- It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion.
Hours of work: full-time, Monday to Friday 9am until 5pm with 1 hour for lunch.
My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded. After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day. After 10 years with the company, holiday entitlement will increase to 27 days.
Pension, Parking, Professional qualifications are supported.
Client Services Administrator in Norfolk employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator in Norfolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at wealth management firms. A friendly chat can often lead to job leads that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role is all about client service, think of examples from your past experiences where you’ve gone above and beyond for clients. We want to see that passion!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Client Services Administrator in Norfolk
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Administrator role. Highlight any relevant experience in administration or financial services, and don’t forget to showcase your customer service skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to the job description and show us your enthusiasm for working with high-net-worth clients.
Show Off Your IT Skills: Since strong IT skills are essential, make sure to mention your proficiency with Microsoft 365 and any experience with bespoke software. If you've got examples of how you've used these tools effectively, share them with us!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Service Service
✨Know Your Stuff
Make sure you understand the basics of wealth management and the specific services the practice offers. Brush up on financial terminology and be ready to discuss how your previous experience aligns with the role of a Client Services Administrator.
✨Showcase Your Customer Service Skills
Since this role involves building rapport with clients, prepare examples of how you've successfully managed client relationships in the past. Think about times when you went above and beyond to provide excellent service.
✨Demonstrate Your Tech Savvy
Familiarise yourself with Microsoft 365 and any bespoke software you might encounter. If you have experience with CRM systems, be ready to discuss how you've used them to manage client information effectively.
✨Be Ready to Problem Solve
Prepare for situational questions that test your problem-solving skills. Think of scenarios where you had to think on your feet or handle unexpected challenges, and explain how you approached those situations.
