We are looking for a proactive, highly organised individual to join aSupport team as a Director Client Support professional for a leading professional services company.
This position plays a vital role in delivering exceptional administrative and client service, working closely with an appointed Director to ensure seamless operations and world‑class client care.
This is a fantastic opportunity for someone who is passionate about client service, thrives in a fast‑paced environment, and is keen to grow their expertise within financial services.
Key Responsibilities
* Provide high‑quality administrative support, demonstrating exceptional organisation, efficiency, and professionalism.
* Manage weekly schedules, including full calendar management and appointment coordination.
* Build and maintain strong relationships with high‑net‑worth clients via telephone, email, and secure portals.
* Prepare client packs and complete all required paperwork before and after meetings.
* Confidently utilise cashflow analysis tools, with a growing understanding of financial planning.
* Complete and audit New Business submissions within agreed timeframes, including preparing detailed Suitability Reports.
* Demonstrate confident and knowledgeable use of AI technology within day‑to‑day tasks.
* Complete and audit Post‑Sales tasks.
* Ensure full compliance, with accurate documentation and process adherence.
* Track progress against paid‑on/written targets regularly.
* Maintain an up‑to‑date client book, including involvement in segmentation meetings.
* Build effective relationships with product partners and stakeholders.
* Lead training sessions on new or existing processes as required.
* Take initiative from client and adviser actions to manage workload proactively.
* Prioritise and manage multiple tasks effectively.
* Commit to ongoing personal development.
* Demonstrate strong written and verbal communication skills.
Skills & Knowledge We’re Looking For
* Exceptional attention to detail.
* Foundational knowledge of financial services products.
* Excellent telephone etiquette and communication skills.
* Strong time‑management and prioritisation abilities.
* Ability to deliver high standards of work under pressure.
* Team‑focused mentality, working collaboratively to achieve goals.
* Ability to build and maintain positive relationships.
* Friendly, respectful, and approachable demeanour.
* Proactive and engaged working style.
* Proficiency with Microsoft and online platforms.
* Ability to identify, investigate, and resolve challenges independently.
* A continuous‑improvement mindset, seeking ways to enhance systems and processes.
Desirable (But Not Essential)
* At least two years’ experience in financial services, ideally within an IFA or wealth management environment.
* Strong team‑development mindset.
* Knowledge of tax planning products.
Employee Benefits
* Volunteering Day
* Company Pension Scheme
* Cycle to Work Scheme
* Group Income Protection Scheme
* Employee Assistance Programme
* Referral Scheme
* Company Sick Scheme
* Loyalty Holiday Scheme
* Free Onsite Parking
* Payroll Giving Scheme
* Life Insurance (x4)
* Access to a Financial Adviser
* Discounts at Sister Companies
* Local Corporate Gym Discount (Norwich Office)
Interested?
Please call Michelle Topley on or email your CV to. Alternatively apply online.
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