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:
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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
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You will be providing technical and administrative support to the Partner and the firms Advisers
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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
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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
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Your role will involve day-to-day use and management of the Practice’s CRM database
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You will need to keep the back-office system updated maintaining live files and case notes
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You will be responsible for the preparation of meeting documentation and follow up client meeting notes
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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:
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Proven work experience as an Administrator or within an office support role
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Financial Services experience, especially with an SJP, IFA or Wealth Management business, is preferred but not essential
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Excellent customer service and the ability to build rapport and manage client relationships
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You are a self-starter and able to work with little supervision
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Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
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Excellent literacy, numeracy and communication skills
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Strong attention to detail as well as the ability to problem solve and think on your feet
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Good time management and planning skills
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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
