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Wealth Management Administrator

3 months ago

Fareham, United Kingdom Page Personnel Finance Full time

My 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.