Job Description
Job Title: Senior Client Support
Industry: Financial Services
Location: Norwich
Salary: Up to£36,000
Reference Number: 9948
Job Description:
I'm working on an excellent opportunity for an Senior Client Administrator in Norwich to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with Financial Advisers and be part of an Administration team.
You will provide support to the team manager as required including deputising during periods of absence, providing coaching, mentoring, or training support for client, support with dealing with complaints, proactively identify opportunities to improve the delivery client support services.
You will also assist the Financial Advisers with report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers. Dealing with clients both on the telephone and face to face.
This is an exciting opportunity for a responsible, self-motivated, well organised Administrator with good IT skills to develop their career at an established financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to level 4 Diploma level.
What's in it for you:
- Competitive Salary up to £35,000 (dependent on experience)
- Flexible Benefits
- 25 days annual leave
- Birthday day off
- Pension
- Death in Service
- Training and support towards industry recognised certification.
Skills and experience required:
- Ideally 5 years, Financial Planning Administration experience
- Understanding of the Financial Planning process
- Good IT skills
- Complex problem solving.
- Coaching and mentoring.
- Knowledge of the advice process
