Client Services Support
  • England,East of England,Norfolk,Norwich
  • full-time
  • £25,000 - £28,000 per annum
Job Description:
R13 are working in partnership with a well-respected, award winning financial advisory organisation, offering their services across Norfolk and Suffolk. This is an opportunity for an individual to join an impressive client services support team who have a wealth of knowledge and expertise and utilise their experience across the firm’s Financial Administration and Paraplanning departments.
Based in the Norwich Office, this is a full time, permanent position working 37.5 hours per week, Monday to Friday 8.30am - 5pm, and is offering a salary between £25,000 and £28,000, depending on experience.
The company
This highly successful financial advisory organisation provides a wide range of services to their client base, priding themselves on their exceptional service, gaining them a number of industry awards. With a team of experts, this organisation offers a challenging, yet supportive working environment, fostering the professional development of the team.
The benefits
23 days annual leave + bank holiday, increasing with years of service, generous pension scheme, medical insurance, death in service, employee assistance programme, childcare schemes, professional development opportunity and more!
The day to day
*Providing integral administrative support to the business.
*Liaising with clients and product providers via telephone, letter and email.
*Handling client queries promptly and clearly.
*Preparation of client files, meeting notes and plan information on behalf of colleagues.
*Accurately inputting client information onto internal systems.
*Providing appropriate documentation to enable changes to be processed.
*Arranging the set-up of all policies and plans and producing plan information.
*Liaising with Paraplanners to ensure client reports are issued promptly.
*Preparing valuation reports regularly.
*Ad-hoc duties as required.
You will have/be
*Previous experience in a similar role in a financial environment is desired.
*Strong written & verbal communication skills, with the ability to build and maintain profession rapport.
*A team player, with a good initiative and the ability to take charge of their own workload.
*Excellent interpersonal skills.
*Organised with good time management skills.
*Highly numerate with excellent problem-solving skills and consistently solutions focussed.
*Computer literate with working knowledge of Excel, Word, Outlook and PowerPoint
How to apply
To hear more details about this fantastic opportunity please email your CV to Rosie Branford - Senior Recruitment Partner at rthirteen recruitment. If you don’t hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.
Job number 1676003
metapel
Company Details:
rthirteen RECRUITMENT
You?ve found rthirteen, commercial recruitment specialists. We recruit for vacancies throughout the commercial arena, from entry to director level, on...
The jobs on site are for both men and women