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 preparation
• Build and maintain strong client relationships via phone, email, and financial platforms
• Prepare client packs, financial plans, and suitability reports
• Complete and audit new business and post sale tasks with accuracy and attention to detail
• Ensure all compliance requirements are met to the highest standard
• Maintain an up to date client book and support director performance tracking
• Collaborate with internal teams and product partners
• Contribute to training, development, and continuous process improvement

Please send your CV to today.