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Wealth Administrator

2 months ago

Northwich, Cheshire, United Kingdom Heat Recruitment Full time
About the Role

We are seeking an experienced Financial Services Administrator to join our team at Heat Recruitment. As a key member of our Intermediary Sales Support Team, you will play a crucial role in providing high-quality advice services to clients.

Key Responsibilities
  • Deal with queries from clients and IFAs, providing technical support and resolving issues to a high standard.
  • Provide administrative and technical support to various teams within the business, including IFAs, Fund Managers, and Business Development.
  • Communicate effectively with clients and stakeholders via phone and email.
  • Manage complaints efficiently and effectively.
  • Monitor the team inbox and respond to queries in a timely manner.
Requirements
  • Previous experience in a Financial Planning practice or similar, such as a Provider or Platform.
  • Experience in a customer service role within Financial Services.
  • Excellent phone manner and confidence dealing with queries via the phone.
  • Strong problem-solving skills and ability to work in a fast-paced environment.
  • Strong communication and rapport-building skills.
What We Offer
  • Discretionary Annual Bonus.
  • 10% Employer Pension Contribution.
  • Private Medical Insurance.
  • Life Assurance.
  • Annual Leave - minimum of 25 days.
  • Additional days off at Christmas.
  • Discounted gym membership.