AddressLooking to for a job where you can gain the skills, experience, and qualifications to start a career in Financial Services?
If you are a detail oriented, client focussed, friendly administrator, who loves to learn, then this could be the perfect role for you.
Where do you fit in?
Youll learn about different aspects of Financial Services from a friendly, experienced team. As well as the usual admin duties that you would expect, - answering calls and emails, dealing with post, and keeping accurate and up to date records - youll be responsible for processing new business, keeping track of your cases from start to finish. Youll speak to providers - and occasionally clients and support the paraplanning team.
Youll carry out regulatory checks and update everyone involved, working closely with other teams to deliver a successful client journey.
Youll be writing letters, scanning documents, and proofing meeting notes. Confident with Excel, you wont fear a formula, and will put your literacy and numeracy skills to good use in this varied and busy role.
IT and system savvy, youll be able to navigate around third-party platforms. Youll be aware of deadlines and the need to prioritise, as some of your work will be time sensitive. Youll use your excellent admin skills and attention to detail to deliver a first-class service to our clients, ensuring the success of your team and our business.
Theres much more to this role than we can explain here, so please apply if youd like to find out more.
Whats in it for you?
- A competitive salary and benefits including private medical insurance, paid birthday leave and a benefits platform offering discounts on goods and days out
- A caring company who value their staff and actively sponsor several charities and worthy causes
- A varied role, where you are able to learn from a team with a wealth of experience
What do you need to be successful?
- Admin experience is a must please, along with excellent communication skills and strong attention to detail. Experience within the Financial services industry would be awesome though we are happy to offer lots of training
- The ability to meet deadlines - effectively organising and prioritising your workload, alongside your team
- Adaptable, friendly, and willing to learn
No one person will meet every single requirement. If your experience looks a little different from what we've identified, and you think you can bring value to the role, then we'd love to learn more about you.
We work Monday to Friday from 9 to 5.30. Following your training period, hybrid working will be available. Due to our rural location, youll need your own transport.
Who are Metis Wealth? What do we do?
This position is with Metis Wealth - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group.
Our approach is based on the belief that everyone is unique therefore our service must be, too. We dont do one-size-fits-all, but instead inspire success from truly tailored financial solutions
We are committed to equality of opportunity for all, we care passionately about our staff, and are committed to promoting and protecting the physical and mental health of all our employees.
