Client Services Administrator

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 purpose of this role is to support the Financial Planning Partners with providing back-office support where required, whilst working within the administration team.The Role: The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clientsYou will be providing technical and administrative support to the Partner and the firms Advisers You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the officeYou will be responsible for business submission using bespoke software; due to the nature of the company, you will need to ensure that business obtained is processed in a timely mannerYour role will involve day-to-day use and management of the Practice''s CRM databaseYou will need to keep the back-office system updated maintaining live files and case notesYou will be responsible for the preparation of meeting documentation and follow up client meeting notesYou will be providing additional support for the Partner as and when requiredThe Person:To be considered for this exciting ..... full job details .....