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 clients receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis.
Key Responsibilities:
* Handling client communications and enquiries via email and phone, providing high standards 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.
Candidate Requirements:
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 attitude, and ability to use initiative to handle their workload effectively.
Benefits:
There are lots of opportunities to progress and develop within this firm, with full funding for training & qualifications, paid study and exam time, and a continuous career path.
* Salary between GBP25,000-GBP36,000 dependant on experience.
* Annual salary reviews.
* Bonus opportunity.
* 23 days annual leave, increasing with years of service.
* Health care scheme.
* Private Medical insurance.
* Employee Assistance Program.
* Discount on Gym & Leisure.
* Cycle to work scheme.
* Social events (paid by the company).
* Full training and career development opportunities.
* A supportive, friendly and motivating team.
* and much more!
Please apply online with your updated CV as soon as possible if you're interested in this fantastic opportunity - do not miss out!
Contact Talent Partners for more information.
Financial Services IFA Estate Planning Wealth Administration Client Services
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