Financial Planning / Client Support Administrator

Financial Planning / Client Support Administrator

Norwich - £25,000 - £29,000 + package

An award winning established Wealth Management firm who have strong links throughout East Anglia are looking to expand their team with the recruitment of an experienced financial planning administrator.

Working as part of a friendly professional team you will provide support to the financial planners who provide fully independent advice to a portfolio of clients requiring financial planning, retirement, inheritance, estate planning or investment advice.

Specifics of the role will include -

• Process new business requests ensuring application forms and client correspondence is correctly completed and recorded.
• Liaise with third party providers, update clients on business processing timescales.
• Respond to client correspondence, resolve queries and highlight any areas that need addressing
• Act as a point of contact for clients, helping to answer queries and acting in a friendly helpful manner.
• Onboard new clients.
• Update client records
• Develop your knowledge to handle more complex cases and work.
• Assist the financial advisory teams with day-to-day client management and client administration.
• Assist the adviser with other business and client meeting planning as required.

This is a great opportunity to join a growing busy office environment working in a sociable team role. The company has the capacity to provide career development for those looking for pathway opportunities into further technical roles.

For more information please contact Richard Garbett.