Financial Services Client Support Administrator
Financial Services Client Support AdministratorEssential: minimum of two years'' experience within a wealth management company or in an IFA Administrator role. NorwichWe are seeking an organised, proactive, and relationship focused Client Support professional to deliver exceptional administrative support to a Director in this reputable firm. This role suits someone who enjoys working in a professional environment, building strong rapport with high net worth clients, and consistently produces work to the highest standard.Key Responsibilities:Manage the Director''s diary, client appointments, and meeting preparationBuild and maintain strong client relationships via phone, email, and financial platformsPrepare client packs, financial plans, and suitability reportsComplete and audit new business and post sale tasks with accuracy and attention to detailEnsure all compliance requirements are met to the highest standardMaintain an up to date client book and support director performance trackingCollaborate with internal teams and product partnersContribute to training, development, and continuous process improvementPlease send your CV to today.
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