Client Services Support vacancy

We are seeking an experienced Client Service Support (Financial Services Administrator) with at least two years’ experience in a similar role to join our 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 advice, whilst meeting their administrative needs.

Important details

Location	Norwich (NR3 3SA) or Ipswich (IP1 1TF)
Salary	£25 - £29k Negotiable (depending on knowledge, skills, experience & qualifications)
Hours	37.5 hrs working week, Monday – Friday 08:30 -17:00 (1 hour Lunch) There is some flexibility in start and finish time and occasional working from home once induction and training completed.
Contract	Full Time Only - Permanent contract (6-month probation period)

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 making sure the service our clients receive is exemplary.
• Maintain client records, ensuring they are accurate and up to date using iO systems.
• 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.
• Assisting the Financial Planner with the administration of their clients, including handling enquiries, logging queries, and providing effective follow-ups to the Financial Planner and their clients (as appropriate).

What are we looking for?

• Self-motivated, accountable and committed individual with excellent team player skills.
• Strong written and verbal communication skills.
• At least two years’ experience of working in a similar role within a financial services environment.
• Has good understanding of a Client Services environment, including dealing with complex administrative cases.
• Excellent interpersonal skills with the ability to build and maintain both internal and external professional working relationships.
• Good team player 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.
• Highly numerate with excellent problem-solving skills and consistently solutions focussed.
• Strong team player, fostering strong working relationships across teams and other departments.
• High-quality written and spoken English.
• Excellent IT skills, particularly in Excel, Word, Outlook and PowerPoint.
• Good working knowledge and experience of using Intelliflo Office system (Advantageous).

What is in it for you?

• A competitive salary.
• Excellent benefits package.
• A supportive, fast-paced working environment with opportunities to contribute to the company’s success.
• Development pathways into more technical roles as opportunities arise.