Job Description
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 exc...
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 exc...
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