Client Services Support

Client Services Support (Norwich)

 

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!

 

 

Role and Responsibilities

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.

 

Generic Responsibilities

 

• Ensure compliance with all standards and regulations in your work, and consistently meet deadlines.
• Take ownership of your workload, prioritizing tasks to stay on top of daily responsibilities.
• Maintain the highest level of client confidentiality and adhere to GDPR requirements.
• Participate in the continuous improvement of processes, helping us refine and implement better ways of working.

 

Client Services Responsibilities

 

• Provide day-to-day administrative support to Wealth Managers, including setting up policies and Trusts, handling income/withdrawal changes, premiums, funds, and preparing meeting packs.
• Liaise with product providers and generate plan information as requested, proactively addressing client needs.
• Work closely with Paraplanners to ensure timely delivery of client reports.
• Act as a key point of contact for clients, handling complex and sensitive queries on behalf of Wealth Managers.
• Maintain accurate client records, ensuring all administrative tasks are properly diarised and actioned in Intelliflo Office (iO), with relevant correspondence logged.
• Respond to client queries promptly and clearly, providing excellent communication through all channels.
• Process business documentation, including setting up new policies, handling application forms, and drafting instruction letters.
• Manage your time and workload effectively to meet business needs.
• Prepare regular valuation reports in line with client propositions.
• Build strong relationships with platform providers, escalating issues to the Head of Client Services or Client Services Supervisor when necessary.
• Seek support from the Head of Client Services for any non-standard client or Wealth Manager requests.

 

Additional Duties

 

• Perform ad hoc duties as required, in line with the needs of the team and as directed by your line manager.

Note: This is a summary of key responsibilities, and the role may involve other duties aligned with your skillset.

 

Skills and Experience Required

 

• Self-motivated and accountable, with a strong sense of commitment and a proven ability to work well within a team.
• Excellent communication skills—both written and verbal—with a high standard of spoken and written English.
• A team player who can also work independently without constant supervision.
• A good understanding of a Client Services environment, particularly in handling complex administrative tasks.
• Strong organisational and prioritisation skills, with the ability to manage time effectively and adapt to changing work demands.
• Previous experience in a client services role within a financial environment (preferred but not essential).
• Highly numerate with excellent problem-solving skills, maintaining a solutions-focused approach.
• Strong ability to foster positive relationships across teams and departments.
• Proficient in IT skills, particularly in Excel, Word, and PowerPoint.
• Experience using the Intelliflo Office (iO) system (an advantage but not required).

 

Qualifications

 

• GCSE English and Maths (or equivalent).
• Relevant Financial Services qualifications (advantageous but not essential).