Client Services Administrator

Full-time | Monday–Friday, 9:00am–5:00pm (1 hour lunch)
Location: Norwich – Office Based

Are you an outgoing and enthusiastic administrator looking to join a dynamic and growing wealth management practice? Our client are seeking a proactive Client Services Administrator to support their Partners, advisers, and wider operations team in delivering an exceptional client experience.

In this varied and rewarding role, you will:

• Provide comprehensive administrative support to Partners and advisers
• Act as a point of contact for clients and third parties, handling general enquiries and welcoming clients to the office
• Manage business submissions via bespoke software, ensuring all cases are processed promptly and accurately
• Maintain and manage the Practice’s CRM database, keeping back-office systems updated with live files and case notes
• Prepare meeting documentation and follow-up correspondence from client meetings
• Support wider Practice operations and assist the Partner when required

You’ll be joining a team that works collaboratively, shares knowledge, and strives for excellence in delivering an unrivalled client experience.

About You

To be successful, you will bring:

• Strong IT proficiency, including Microsoft 365 and confidence with bespoke financial systems
• Excellent customer service skills, with the ability to build rapport and manage client relationships
• High standards of literacy, numeracy, and communication
• Meticulous attention to detail
• Strong time-management and organisational skills
• Confidence in dealing with colleagues and third parties, displaying honesty, integrity, and complete discretion

Experience within financial services or a regulated environment is beneficial, though not essential.

Benefits

• Competitive salary (£24,000–£27,000, depending on experience)
• Pension scheme
• Generous holiday entitlement plus bank holidays
• Full training and opportunities for professional development
• Supportive, friendly working environment
• Free flu jabs
• Free parking and on-site parking

Interested?

Please call Michelle Topley on or email your CV to . Alternatively apply online.