Senior 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 RoleReporting to the Operations Manager, you will provide high-level administrative, technical, and client service support to the Partners and advisers. As a senior member of the administration team, you will take ownership of complex cases, support regulatory processes, and contribute to the smooth and efficient running of the Practice.Key ResponsibilitiesProviding high-level technical and administrative support to Financial Planning Partners and advisersActing as a key point of contact for clients and third parties, handling enquiries professionally and efficientlyMeeting and greeting clients and visitors, ensuring a professional and welcoming experienceManaging the end-to-end client lifecycle, from onboarding through to ongoing servicingProcessing new business submissions accurately and efficiently using bespoke financial services softwareManaging and maintaining accurate client records on the Practice CRM systemKeeping back-office systems up to date with live files, detailed case notes, and supporting documentationPreparing meeting packs, valuations, and reports, and following up on client meeting actions and notesTaking ownership of more complex ..... full job details .....