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Service Service Employment Agency Limited
Norwich
My client is a Norwich based Wealth Management company who provide investment and retirement advice to a High Net Worth client base. a boutique practice that believes in putting their strong client base at the forefront of all that they do. Role purpose To support the Financial Planning Partners by providing back-office support where required, whil
Job Source: Service Service Employment Agency LimitedAtkinson Moss
Norwich
We are excited to be recruiting for a Service Administrator for a fantastic company who are well established and based in Norwich. They are looking for someone who will take overall responsibility for the preparation of upgrading all documentation. It will be supporting colleagues working in the field, so excellent communication and organisational
Job Source: Atkinson MossHenderson Brown Recruitment Ltd
Norwich
Service AdministratorThe role is full time Monday to Friday 7:30am-5pm plus Saturday morning every 1 in 3. The Service Administrator plays a crucial role across the workshop and service teams. Instrumental in ensuring exceptional service, smooth operational flow, and efficient administration, this is a great opportunity for an experienced administr
Job Source: Henderson Brown Recruitment LtdHenderson Brown Recruitment
Norwich
Service Administrator The role is full time Monday to Friday 7:30am-5pm plus Saturday morning every 1 in 3. The Service Administrator plays a crucial role across the workshop and service teams. Instrumental in ensuring exceptional service, smooth operational flow, and efficient administration, this is a great opportunity for an experienced admini
Job Source: Henderson Brown RecruitmentService Service Employment Agency Limited
Norwich
Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and rese
Job Source: Service Service Employment Agency LimitedBrevere Group
Norwich
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financi
Job Source: Brevere GroupService Service Employment Agency Limited
Norwich
My client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Key duties • Liaising with advisers and colleagues
Job Source: Service Service Employment Agency LimitedAsk Recruiting Limited
Norwich
Administrator Our client is a building service provider who offers insurance repairs and complete restoration and maintenance services, they are looking for an experienced Administrator. The Role: To assist with the day-to-day administration, scheduling works repairs, progamming, materials orders, accounting and provide support to the management an
Job Source: Ask Recruiting LimitedNorwich
My client is a very reputable and well established financial planning and wealth management practice based just seven miles south of Norwich.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.
You will be required to carry out a variety of duties as part of the role in assisting my clients existing Financial Advisers and their current support team.
The Role
This is a wide ranging and interesting position with enormous potential, working within a friendly environment with highly skilled and qualified Financial Advisers, the successful applicant’s duties would include the following:
Prepare client valuations and review packs
Process post-review related paperwork and prepare relevant correspondence
Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner
Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures
Ensure all client records and data are maintained accurately
Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications
Send out letters of authority and correspondence to clients, professional introducers and other third parties
Prepare new client meeting packs
Other general administration duties as assigned
Experience
A minimum of 1 year working in an administrative position (is desirable)
Confident in use of Microsoft Office
Confident with numbers and working to a high degree of accuracy
Ability to work unsupervised (following training)
Benefits
Office hours are 9am-5pm, Monday to Friday
Hybrid working is available post probation
28 days holiday, this includes closure between Christmas and New Year
Death in service 4 x salary, Pension
Free Parking (outside office)
Bonus scheme based on company performance, entitlement after probation period completed
Pension is 5% Employee + 5% Employer contribution
Client Services Administrator jobs in Norwich
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