Are you an organised and efficient administrator looking for a new challenge in a boutique private client wealth management business? Do you have experience with Intelligent Office, FE Analytics, and other industry software? If so, you might be the perfect fit for us.
Robert Gerrard & Westbrook Ltd are a Norwich-based firm providing independent financial advice to private clients across the UK. We are looking for a Technical Planner to join our team and help deliver exceptional service to our clients.
As a Client Administrator, you will be responsible for:
1. Processing new business applications and servicing requests
2. Making client appointments & diary management
3. Liaising with clients, providers, and third parties
4. Preparing client review packs and valuations
5. Updating and maintaining client records on Intelligent Office
6. Handling incoming and outgoing correspondence
7. Providing general administrative support to the advisers and technical planners
To be successful in this role, you will need:
1. At least 2 years of administration experience in a similar environment
2. Experience with Intelligent Office and other industry software
3. Ensure a high standard of phone etiquette when communicating with clients
4. Excellent communication and interpersonal skills
5. Attention to detail and accuracy
6. A proactive and flexible approach to work
7. A willingness to learn and develop
We offer a competitive salary of £25,000 - £35,000 depending on experience, plus a range of benefits, including:
* 25 days holiday per year
* Flexible working
* Supported professional training and development
Job Types:
* Full-time
* Part-time
Pay:
£25,000.00-£30,000.00 per year
Additional pay:
* Quarterly bonus
Benefits:
* Company pension
Schedule:
* Monday to Friday
Education:
* GCSE or equivalent (required)
Experience:
* Customer service: 2 years (preferred)
* Administrative experience: 2 years (preferred)
Language:
* English (required)
Licence/Certification:
* Driving Licence (preferred)
Location:
* Norwich, Norfolk (preferred)
Work Location:
In person
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