We are looking for a proactive, highly organised individual to join a Support 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.