Financial Services Client Support Administrator

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 improvementPlease send your CV to (url removed) today