Wealth Management Assistant

5 months ago

Macclesfield, United Kingdom Finative Financial Planning Full time

Role Description

This is a part-time role for a Wealth Management/Pensions Administrator at Finative Financial Planning Ltd in Macclesfield. There is the potential that this could be a full time role in the future.

Comprehensive admin support to the financial advisers to include (but not limited to):

- Arranging appointments
- Preparing letters and reports
- Activity tracking
- Managing incoming and outgoing post
- Preparing all documents for adviser meetings and ensuring client information is recorded accurately
- Process Ongoing client work
- Point of contact for clients / Respond to client queries
- Responsibility for full LOA process - Contacting client for plan details, sending information to providers and following up with providers to receive full plan information

The role will require working both in the office and remotely.

Specification
- To work accurately and proficiently, with attention to detail.
- Proficient in MS Office, Salesforce, iBusiness & myPS
- Excellent spoken and written communication skills.
- Ability to manage own workload, adapting and flexing to the needs of the business.
- Relevant experience of working in an admin role, preferably within Financial Services and pensions.
- Ability to work independency and to take initiative to be productive.
- Self-motivated with a can-do attitude.
- Good organisation skills and efficient time management skills
- Desire, drive, and adaptable mindset to be part of a growing practice.
- Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.

20-25 hours per week

**Job Type**: Part-time

Pay: £13.00-£15.00 per hour

Expected hours: 20 - 25 per week

**Benefits**:

- Company pension
- Free parking
- On-site parking
- Work from home

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 1 year (preferred)
- Administrative experience: 1 year (preferred)

**Language**:

- English (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: Hybrid remote in Macclesfield

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