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.