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 clients * You 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 office * You 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 manner * Your role will involve day-to-day use and management of the Practice’s CRM database * You will need to keep the back-office system updated maintaining live files and case notes * You will be responsible for the preparation of meeting documentation and follow up client meeting notes * You will be providing ad...