We’re looking for a dynamic and organised individual to join our team, providing essential administrative support to the Head of Client Services, Client Services Supervisor, Wealth Managers, and working closely with our Paraplanners.
In this role, you'll take charge of a diverse range of administrative tasks, coordinating with your line manager and team members to ensure smooth operations while delivering exceptional service to our clients.
You'll maintain accurate and up-to-date client records while building strong relationships with clients, prospects, and platform providers. As a key point of contact, especially when the Wealth Manager is unavailable, your role will be vital in ensuring clients receive the high standard of service they expect from us.
You’ll also play an active role in business meetings, collaborating with colleagues across the business. If you want to be part of a supportive team and make a real impact, we’d love to hear from you!
Employment Type |
Full time (37.5 hrs pw), permanent |
Salary Range |
£25,000 - £28,000 pa (dependent on skills, experience and qualifications) |
We’re looking for a dedicated and detail-oriented individual to support our Client Services team with administrative excellence. In this role, you’ll be integral to maintaining high standards of client service and operational efficiency.
Note: This is a summary of key responsibilities, and the role may involve other duties aligned with your skillset.
If you’re interested in joining our team, please send us your CV and a cover letter.
In your cover letter, be sure to mention which positions you have experience in and specify whether you would like to be considered for the Norwich or Ipswich office (if applicable).
We look forward to hearing from you!