Client Services Administrator, Financial Services (IFA)

Service Service; Wymondham; Vor Ort; GBP 22.000 - 26.000; Vollzeit

Benefits dieser Stelle

Free Parking

Pension 3% employer

Birthday day off

Flexible 37-hour week

Birthday leave policy

Zusammenfassung

My client near Norwich seeks an experienced Administrator for an IFA practice to provide first-class support to Advisers and clients, ensuring compliance and accurate files.

Role requires a can-do attitude, good IT skills, and a team-oriented approach. The 37-hour week offers flexible start times with Fridays shorter; parking is available and a friendly team environment is emphasized.

Qualifikationen

• Experience in an administrative role preferred; must be computer literate.
• Able to drive; location outside of Norwich.

Aufgaben

• Liaising with product and solution providers.
• Developing internal relationships and communicating effectively.
• Responding to internal and external queries promptly.
• Ensuring processes and service standards are met.
• Diary and task management of client work.
• Preparing files for review meetings and ensuring actions are completed within SLAs.

Kenntnisse

Multi-tasking

Following processes

Jobbeschreibung

My client near Norwich seeks an experienced Administrator for an IFA practice to provide first-class support to Advisers and clients, ensuring compliance and accurate files.

Role requires a can-do attitude, good IT skills, and a team-oriented approach. The 37-hour week offers flexible start times with Fridays shorter; parking is available and a friendly team environment is emphasized.