Client Services Support

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.