Wealth Management Administrator
1 week ago
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 Leigh-On-Sea 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
-
Administrator
4 days ago
Southend-on-Sea, United Kingdom Sally Laking Wealth Management Full timePosition: Wealth Management Administrator Pay Rate: £11.44 per hour Employment Type: Part-time - 2/3 days per week Location: Southend-on-Sea An exciting and great opportunity to join a growing and expanding wealth management company part of St James’s Place, a FTSE 100 group as a Wealth Management Administrator on a part-time basis. As a Wealth...
-
Administrator
6 days ago
Southend-on-Sea, United Kingdom Sally Laking Wealth Management Full timePosition: Wealth Management Administrator Pay Rate: £11.44 per hour Employment Type: Part-time - 2/3 days per week Location: Southend-on-Sea An exciting and great opportunity to join a growing and expanding wealth management company part of St James’s Place, a FTSE 100 group as a Wealth Management Administrator on a part-time basis. As a Wealth...
-
Administrator
2 weeks ago
Southend-on-Sea, Southend-on-Sea, United Kingdom Sally Laking Wealth Management Full timePosition: Wealth Management AdministratorPay Rate: £11.44 per hourEmployment Type: Part-time - 2/3 days per weekLocation: Southend-on-SeaAn exciting and great opportunity to join a growing and expanding wealth management company part of St James's Place, a FTSE 100 group as a Wealth Management Administrator on a part-time basis.As a Wealth Management...
-
Wealth Management Administrator
1 week ago
Leigh-on-Sea, United Kingdom Page Personnel Full timeMy 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 DetailsMy client is a high end Wealth Management business, with offices across the UK and with this role based at their...
-
Financial Services Administrator
1 week ago
Weston on the Green, United Kingdom Succession Wealth Full time_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...
-
Wealth Management Administrator
2 weeks ago
Southend-on-Sea, United Kingdom Page Personnel Full timeMy 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 DetailsMy client is a high end Wealth Management business, with offices across the UK and with this role based at their...
-
Wealth Management Administrator
5 days ago
Southend-on-Sea, United Kingdom Page Personnel Finance Full timeMy 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...
-
Ifa Administrator
3 weeks ago
Shoreham by Sea, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Shoreham-on-Sea** **Salary: £25,000 - £35,000 depending upon experience** - Are you an IFA Administrator / Wealth Planning Administrator who loves_ - supporting and being part of a team? If so, we may have the perfect opportunity for you._ **Information on the...
-
Ifa Administrator
4 weeks ago
Shoreham by Sea, United Kingdom Cranleigh Personnel Full time**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Shoreham-on-Sea** **Salary: £25,000 - £35,000 depending upon experience** **Are you an IFA Administrator / Wealth Planning Administrator who loves** supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the...
-
Wealth Management Administrator
2 weeks ago
Southend-on-Sea, United Kingdom Page Personnel Finance Full timeMy 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...
-
IFA Support Administrator
2 weeks ago
Leigh-on-Sea, United Kingdom Workingmums Full timeThe role is based in Leigh-on-Sea Essex area with a highly respected IFA Wealth Manager and will require you to work in the offices 2 days per week and 3 from home. Diploma study support is provided and the client would prefer you to be studying. Our client requires an individual to provide support to financial advisers and develop a longer term career...
-
Finance Administrator
3 weeks ago
Stoke-on-Trent, United Kingdom PSP Wealth Management Limited Full timeWe are looking for an experienced administrator to join our team. We are a team of financial advisors, specialising in pensions and investments. Our practice is very friendly.. and very busy so you must enjoy working in a fast paced environment where concentration and accuracy is key! The role involves working as part of a team, supporting the financial...
-
Administrator/receptionist
2 weeks ago
Stoke-on-Trent, United Kingdom PSP Wealth Management Limited Full timeWe currently have a vacancy for a part time receptionist/administrator to join our financial services practice in Smallthorne, Stoke-on-Trent. Working Monday to Thursday between 10am and 3pm, you must be an enthusiastic and adaptable professional who will prove to have exceptional multitasking abilities. Effective teamwork is a must, as is the ability to...
-
Office Administrator
3 weeks ago
Ross-on-Wye, United Kingdom Ross-on-Wye Wealth Management Full timeOverview: We are seeking an Office Administrator to join our friendly office in Ross-on-Wye, working 3 hours per day Monday to Thursday within school hours. **Responsibilities**: - Perform general office duties such as data entry, filing, and handling correspondence - Manage office supplies and equipment inventory - Liaising with providers and clients over...
-
Apprentice Recruitment Administration Assistant
2 weeks ago
Leigh, United Kingdom Chevron Traffic Management Full timeJob description -Apprentice Recruitment Administration Assistant Location: Working from home with some travel required Hours: Mon-Fri 37.5 hours As an Apprentice Recruitment Administration Assistant you can expect the benefits from Chevron Traffic Management that come with being an employer of choice **Benefits**: - Competitive Apprentice Salary - 26...
-
Administrator
4 weeks ago
Leigh-on-Sea, United Kingdom The Salvation Army Full time**Working hours**: 12 hours per week (Days to be negotiated at interview) **Contract**: Fixed Term Contract - duration to be confirmed **Interview Date: To be confirmed** Alongside our church activities **Leigh on Sea corps** offer a varied and developing community programme. We are seeking an experienced individual who will provide a wide range of...
-
Administrator
3 weeks ago
Leigh-on-Sea, United Kingdom Essex Partnership University NHS Foundation Trust Full timeAn exciting opportunity has arisen to recruit a substantive part-time post as an administrator to support the School aged immunisation service, based at Leigh-On-Sea Primary Care Centre. This job requires regular weekly travel to Pitsea and Thurrock with travel to other Essex EPUT sites when required. We are looking for individuals with a positive, dynamic...
-
Apprentice Recruitment Administration Assistant
2 weeks ago
Leigh, Wigan, United Kingdom Chevron Traffic Management Full timeJob description -Apprentice Recruitment Administration AssistantLocation: Working from home with some travel requiredHours: Mon-Fri 37.5 hoursAs an Apprentice Recruitment Administration Assistant you can expect the benefits from Chevron Traffic Management that come with being an employer of choiceBenefits: Competitive Apprentice Salary 26 days holiday and 8...
-
Wealth Planning Associate
3 weeks ago
Ashton-on-Ribble, United Kingdom Davies Resourcing Full time**Are you experienced in Wealth Planning? Are you keen to develop into a client facing role? Like the idea of working with HNWI clients? Enjoy providing seamless support to Clients and Wealth Planners?You want to be at a dynamic and growing firm? This could be the prefect career step for you, read on!** My client is fast growing firm providing wealth...
-
Office Administrator
2 weeks ago
Ross on Wye, Herefordshire, United Kingdom Ross-on-Wye Wealth Management Full timeOverview:We are seeking an Office Administrator to join our friendly office in Ross-on-Wye, working 3 hours per day Monday to Thursday within school hours.Responsibilities: Perform general office duties such as data entry, filing, and handling correspondence Manage office supplies and equipment inventory Liaising with providers and clients over the telephone...