Role at a glance
Every conversation is confidential, and we will always confirm with you that it is okay before your details are shared with any firm.
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Client Support & Resource, Hybrid Role
A dual-function role in the Norwich office, providing administrative and client support to financial advisers and helping the wider resources team. Full-time or part-time.
About this role
IFA Talent is recruiting for a Client Support and Resource role with a growing UK financial advice firm. The firm is not named on this page. This is a dual-function role: you will provide administrative and client support to financial advisers, and you will also help the wider resources team, so that advisers have the tools, resources and information they need.
The role is based in the Norwich office and is available full-time or part-time. In the description, "hybrid" refers to this mix of client support and resources work, not to a hybrid office-and-home working pattern.
Key responsibilities
- Provide administrative support to the support teams.
- Develop and maintain strong relationships with colleagues, clients and third-party providers.
- Prepare client packs and paperwork before and after meetings, including requesting valuations.
- Obtain policy information from product providers by email, phone and online platforms.
- Build relationships with product partners and manage their documentation and tasks.
- Prioritise and manage several tasks at once, and complete them on time.
- Help to initiate workloads based on client and adviser actions.
- Provide reception cover.
- Carry out data entry tasks.
- Commit to continuous personal development and learning in the role.
Who it may suit
The description asks for the following skills.
- Strong attention to detail.
- An excellent telephone manner, with the ability to listen carefully and ask questions to clarify information.
- Effective communication and interpersonal skills.
- Time management and prioritisation skills, with the ability to meet deadlines and work under pressure.
- Proficiency in Microsoft Office (Word, Excel and Outlook) and other online platforms.
- A cooperative, team-oriented approach to getting work done and meeting targets.
- A positive, approachable manner, with respect for colleagues and clients.
How to apply, and what happens next
IFA Talent is recruiting for this role. Apply through our contact form with a short voice note (up to three minutes), a CV, a typed message, or a mix of these. You do not have to rewrite a CV if a voice note or a short message is easier.
We will review what you send and reply to arrange a time to talk, checking your details with you. Every conversation is confidential. We will always confirm with you that it is okay before your details are shared with any firm. You can also read our privacy notice.
Questions candidates often ask
Is this a hybrid working role?
The description lists the Norwich office and describes a dual-function role, covering both client support and resources work. It does not describe working from home, so we have not advertised it as hybrid working.
Is the role full-time?
It can be full-time or part-time.
Where is the role based?
The description lists the Norwich office only.
Who is the employer?
This role is with a growing UK financial advice firm. The firm is not named on this page. IFA Talent is recruiting for the role, and we will only share your details with the firm once you have told us that it is okay.
How do I apply, and what happens next?
Use the contact form to send a voice note, a CV or a short message, or a mix of these. We review what you send, reply to arrange a time to talk, and check your details with you. Your details are not shared with any firm until you have said that it is okay.