Personal Assistant

Notjustlabcoats; Norwich; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A professional services company in Norwich is seeking a proactive Director Client Support. This role involves managing schedules, providing exceptional client relations, and ensuring compliance with regulations. Ideal candidates will have strong communication skills and experience in financial services. Benefits include a company pension, volunteering days, and gym discounts. Join a dynamic team committed to excellence in client support.

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

Qualifications

• Exceptional attention to detail is a must.
• Foundational knowledge of financial services products is required.
• Strong time-management and prioritization abilities will be key.

Responsibilities

• Provide high-quality administrative support.
• Manage weekly schedules and coordinate appointments.
• Build and maintain strong relationships with clients.

Skills

Attention to detail

Communication skills

Time-management

Proactive working style

Team collaboration

Problem-solving

Microsoft platform proficiency

Job description

Overview

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.

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.

Qualifications

• 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.