Address
Form of work
SalaryMy client looking for a high-calibre Wealth Management Administrator to join their team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Client Details
My client is a high end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).
Description
The role responsibilities include the following:
* To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
* Learning about firm's Core Values and products/services
* Effectively and efficiently onboarding new clients and service the existing clients
* Building effective relationships with customers, advisers and paraplanners in your immediate POD
* Positively contribute to the team morale and energy, be a great team player
* Communicating to clients effectively through various mediums (e.g. telephone, email etc)
* Willing to get involved in projects within the business, which may occur from time to time
Profile
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment.
* Knowledge of investment products ISAs, Pensions, Bonds
* Experience of using CRM systems
* Be a good team player
* Experience of challenging the status quo in respect of processes
* A strong passion for delivering excellent customer service
Job Offer
An excellent salary and benefits package, including study support, exists for the successful candidate.
