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- Tasks: Support Financial Planning Partners with administrative tasks and client interactions.
- Company: Boutique Wealth Management practice in Norwich focused on client-first service.
- Benefits: Competitive salary, 20-25 days holiday, pension, and professional development support.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in administration; customer service skills and strong IT proficiency are essential.
- Other info: Enjoy a collaborative environment with excellent career growth opportunities.
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 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.
Holiday entitlements
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
Pension Parking Parking Professional qualifications are supported.
Client Services Administrator in Norwich employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about wealth management. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you understand their client-first approach and how you can contribute to their innovative environment. We want to see your passion for providing top-notch service!
✨Tip Number 3
Practice your communication skills! As a Client Services Administrator, you'll be the face of the company. Role-play common scenarios with a friend to boost your confidence in handling client enquiries and building rapport.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Services Administrator in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant admin or financial services experience, and don’t forget to showcase your customer service skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Services Administrator role. Mention your attention to detail and ability to manage client relationships – these are key!
Show Off Your IT Skills: Since strong IT skills are essential, be 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 skills in previous roles, even better!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining our team!
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 client interaction, prepare examples that highlight your customer service experience. Think about times when you built rapport with clients or resolved issues effectively, as these stories will demonstrate your ability to manage client relationships.
✨Get Familiar with CRM Systems
As you'll be managing the Practice's CRM database, it’s a good idea to familiarise yourself with common CRM software. If you have experience with any specific systems, be ready to discuss how you used them to improve efficiency or client satisfaction.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving skills. Think of scenarios where you had to think on your feet or manage multiple tasks under pressure. This will show that you can handle the fast-paced environment of a wealth management practice.
