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Wealth Management Administrator
3 months ago
Due to continued expansion my client is looking to recruit a Senior Administrator to join their Wealth Management Company in Grimsby. This can be full time or part time hours and will be permanent.
Previous experience within a similar role for a financial services or wealth management company is essential.
You will be the first point of contact for clients, dealing with them via the phone and email. Therefore, it is essential you have professional and confident communication skills.
Knowledge and experience:
Previous experience in a similar role within financial services or wealth management
Knowledge of relevant regulation and legislation
Experience of setting up and maintaining systems, processes, and procedures
Experienced in using industry CRM system.
Working towards Level 4 diploma an advantage.
Personal Qualities:
Excellent face-to-face and telephone skills and ability to build rapport.
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
Good organisation skills
Keen eye for detail
Manages time effectively with the ability to multi-task.
Keeps calm when faced with conflicting demands and handles these effectively.
Demonstrates a positive attitude at all times.
Works well on own tasks as well as on shared goals as part of a team
Open to change with a creative approach to problem solving.
Happy working within a small team.
In return you will be working for a highly successful Wealth Management Practice. They operate as a EOT (employee owned trust) so you can take advantage of the benefits this provides including an annual tax free bonus of £3600.
Salary is £26,000pa - £34,000pa. Hybrid working available after your probation period along with excellent career opportunities.
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