Client Services Support (Financial Services Administrator)

CV-Library • Norwich, Norfolk • 22h ago

My client is a well-established IFA practice based in the heart of Norwich city, offering bespoke advice to both corporate and private clients.

My client is seeking an experienced Client Service Support (Financial Services Administrator) with ideally a minimum of two years’ experience in a similar role to join their established support team. This is a key role within the Client Services department, where you will take the lead in supporting designated Financial Planners in their capacity to provide holistic financial planning advice, whilst meeting their administrative needs.

The Role

Under the direction of the Head of Client Services the role’s purpose is to provide first class administration and support, ensuring the completion of work is wholly accurate, and timely whilst ensuring the service our clients receive is exemplary.
You will maintain client records, ensuring they are accurate and up to date using iO systems.
You will build excellent working relationships with clients, prospects, introducers and platform providers whilst often being the first port of call for clients, particularly when the Financial Planner is not available.
You will assist Financial Planners with the administration of clients including handling enquiries, logging queries, and providing effective follow-ups to both Wealth Managers / Financial Planners and their clients (as appropriate).

Personal attributes

You will be self-motivated, accountable and committed individual with excellent team player skills.
You will possess strong communication skills, both written and verbal.
At least two years’ experience of working in a client services support role in a financial services environment.
You will have a good understanding of a Client Services environment including dealing with administrative complex cases.
You will have excellent interpersonal skills with the ability to build and maintain both internal and external professional working relationships.
You will be a good team player, fostering strong working relationships across teams and other departments, with the ability to work on own without constant supervision.
Strong organisational, prioritisation and delegation skills with good time management and flexibility in work approach.
You will be highly numerate with excellent problem-solving skills and consistently solutions focussed.
You will provide high quality of both written and spoken English.
You will have excellent IT skills, particularly in Excel, Word, Outlook and PowerPoint.
You will have a good working knowledge and experience of using Intelliflo Office system (Advantageous).