Senior Client Services Administrator

Service Service; Norwich; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services practice in Norwich is looking for a full-time Administrator to provide high-level support to Financial Planning Partners and manage the client lifecycle. This role requires excellent organizational skills, attention to detail, and several years of experience in Financial Services. The ideal candidate will have a proactive approach and strong communication skills. Benefits include 20-25 days of holiday, pension contributions, and support for professional qualifications.

Benefits

Competitive holiday entitlement

Pension

Support for professional qualifications

Parking

Qualifications

• Several years’ experience in a financial services role.
• Experience managing complex client cases.
• Strong written and verbal communication skills.

Responsibilities

• Providing high-level support to Financial Planning Partners.
• Managing the end-to-end client lifecycle.
• Ensuring compliance with regulatory processes.

Skills

Experience within Financial Services

Customer service skills

Organizational skills

Problem-solving ability

IT skills including Microsoft 365

Job description

My client is a Norwich based Wealth Management practice who provide investment and retirement advice to a High-Net‑Worth client base. They are a boutique practice that believes in putting their strong client base at the forefront of all that they do working from a newly refurbished office in the north outskirts of the city.

The Role

Reporting to the Operations Manager, you will provide high‑level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice.

Key Responsibilities

• Providing high‑level technical and administrative support to Financial Planning Partners and advisers
• Acting as a key point of contact for clients and third parties, handling enquiries professionally and efficiently
• Meeting and greeting clients and visitors, ensuring a professional and welcoming experience
• Managing the end‑to‑end client lifecycle, from onboarding through to ongoing servicing
• Processing new business submissions accurately and efficiently using bespoke financial services software
• Managing and maintaining accurate client records on the Practice CRM system
• Keeping back‑office systems up to date with live files, detailed case notes, and supporting documentation
• Preparing meeting packs, valuations, and reports, and following up on client meeting actions and notes
• Taking ownership of more complex cases and seeing them through to resolution
• Supporting compliance and regulatory processes, ensuring adherence to FCA policies and procedures
• Assisting with Anti‑Money Laundering (AML), Know Your Customer (KYC), client due diligence, and ongoing client file reviews
• Ensuring all client documentation and processes meet regulatory, audit, and data protection (GDPR) requirements
• Liaising with product providers, and other third parties as required
• Identifying opportunities to improve administrative processes and contribute to the development of internal procedures
• Supporting, training, and mentoring members of the administration team when required
• Providing ad‑hoc support to the Partners and Operations Manager as needed

About You

To be successful in this role, you will ideally have :

• Several years’ experience within Financial Services, ideally within a St. James’s Place Practice, IFA, or insurance environment
• Experience supporting advisers and managing complex client cases
• Excellent customer service skills, with the ability to build trusted and long‑lasting client relationships
• A proactive, self‑motivated approach and the ability to work with minimal supervision
• Strong organisational and time management skills, with confidence prioritising workloads across multiple advisers
• High attention to detail and strong problem‑solving ability
• Excellent written and verbal communication skills, with strong literacy and numeracy
• Strong IT skills, including Microsoft 365 and confidence using bespoke financial services systems
• A calm, professional approach when working under pressure
• Confidence working with colleagues, clients, and third parties, demonstrating honesty, integrity, and absolute discretion when handling sensitive information

Hours of work

full‑time, Monday to Friday 9am until 5pm with 1 hour for lunch.

My clients holiday year runs from January 1st to December 31st each year, holiday starting point is 20 days, holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum. At Christmas, 2 additional discretionary days are awarded.

After 2 full years of service you will receive your birthday as a day extra holiday if it falls on a working day.

After 10 years with the company, holiday entitlement will increase to 27 days.

Pension

Parking

Professional qualifications are supported