Client Financial Affairs Team Visiting Officer (9626)

Reference: EB23735

We are seeking a dedicated and detail-oriented Client Financial Affairs Team Visiting Officer (9626) to join our dynamic team. In this role, you will be responsible for conducting on-site assessments and evaluations of client financial situations to ensure compliance with applicable regulations and policies. You will work closely with clients to gather, analyze, and interpret financial data, providing them with essential guidance and support. Your role will involve preparing comprehensive reports and documentation, as well as facilitating communication between clients and financial institutions. Strong interpersonal skills and the ability to build trust with clients are essential, as you will be representing our organization in various client interactions.

The ideal candidate will possess a solid understanding of financial concepts and regulations, and have experience in financial assessment or advisory roles. You should be comfortable visiting clients in various locations and adapting to different environments. Strong analytical skills, attention to detail, and the ability to work independently are crucial for success in this position. Additionally, proficiency in relevant software applications and the ability to manage multiple cases simultaneously will be key assets. A degree in finance, accounting, or a related field is preferred, along with previous experience in client-facing roles. If you are passionate about helping clients achieve their financial goals and are ready to make a positive impact, we encourage you to apply for this exciting opportunity.

COMPETITIVE SALARY

Norwich

Permanent

Norfolk County Council

Added 13/01/2026
Reference: EB23735

Client Financial Affairs Team Visiting Officer (9626)

Norwich
Permanent
Norfolk County Council

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