Noodle Talent Partners are delighted to be working with a fantastic Financial Services firm in Norwich, recruiting for the position of Financial Services Administrator, to join the team on a permanent basis.
Working Monday to Friday, 37.5 hours per week within office times, with option for flexibility on the hours.
Within this role you will work within a close friendly team, providing support to Financial Advisors & Wealth Managers and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis.
* Handling client communications and enquiries via email and phone, provising high standars of service whilst building strong relationships with partners and other contacts.
* Accurately manage administration tasks and client records to ensure compliance protocols are followed, records are up to date and all requests are logged.
* Supporting with diary management
* Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
* Assist with compliance tasks
* Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner
We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitu...