Financial Services Client Support Administrator
Essential: minimum of two years’ experience within a wealth management company or in an IFA Administrator role.
Norwich

We 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.