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Financial services administrator

Norwich
Permanent
Noodle Talent Partners
Financial services administrator
Posted: 13h ago
Offer description

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- either 8am-4pm, 8:30am-4:30pm, or 9am-5pm. Part time will also be considered, but no less than 30 hours per week. Within this role you will work within a close friendly team, providing support to Financial Advisors & Wealth Managers 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. * 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 and coordinating appointments * 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 We are looking for candidates with existing experience in financial services (IFA)...

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