Financial Services Administrator
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. Please note, existing experience within Financial Services is required. Typical working hours are Monday to Friday between 9am-5pm. Both full time and part time will be considered and flexi hours are available. Hybrid working - 2 days from home and 3 in the office. Within this role you will work within a close-knit, friendly administration team, providing support to Financial Advisors 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, providing high standards of service whilst building strong relationships with partners and other contacts. Provide administrative and technical support to Advisers, accurately managing administration tasks and client records Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications. Send out letters of authority and correspondence to clients, professional introducers and other third parties Supporting with diary management and coordinating appointments Prepare client valuations and review packs ahead of client meetings Prepare and issue recommendation letters and obtain relevant information, documents and ..... full job details .....
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