Wealth Management Support Specialist

5 days ago

Ilkeston, Derbyshire, United Kingdom North Oak Recruitment Ltd Full time
Job Description

Job Title: Wealth Management Support Specialist

Job Type: Full-time

Location: Derbyshire

Job Description:

We are seeking a highly organized and detail-oriented Wealth Management Support Specialist to join our team at North Oak Recruitment Ltd. As a key member of our team, you will provide administrative support to our Financial Advisers, Paraplanner, and Practice Manager.

Key Responsibilities:

  • Provide high-level technical and administrative support to our Financial Advisers, Paraplanner, and Practice Manager.
  • Deal effectively with queries from clients and other parties through effective communication.
  • Prepare files, including compliance required documentation, research, illustrations, and supporting documentation.
  • Ensure that files are complete with all required client identification documentation and necessary application forms.
  • Process applications accurately and record the required management information.
  • Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
  • Maintain all tasks and comprehensive notes within Salesforce in line with company standards.
  • Produce basic suitability letters as required.
  • Provide a first-class client experience when they visit our office.

Requirements:

  • Previous experience in an office support role, ideally in financial services or a related sector.
  • Knowledge of relevant regulation and legislation (desirable).
  • Experience of client management systems such as Salesforce.
  • Knowledge and experience of dealing with trust documentation.

Skills and Behaviours:

  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
  • Excellent written communication skills.
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
  • Good organization skills.
  • Strong attention to 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.
  • 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.

  • Education Support Specialist

    4 days ago

    Ilkeston, Derbyshire, United Kingdom LTF Recruitment Ltd Full time

    Job Opportunity: Teaching AssistantLTF Recruitment Ltd is seeking a dedicated and experienced Teaching Assistant to support a year 11 pupil in their final year of study.Job Summary:The successful candidate will work closely with the Inclusion & Behaviour Manager to provide individualized support to the pupil, developing strategies to achieve positive...

  • Education Support Specialist

    4 days ago

    Ilkeston, Derbyshire, United Kingdom LTF Recruitment Ltd Full time

    Job Opportunity: Teaching AssistantLTF Recruitment Ltd is seeking a dedicated and experienced Teaching Assistant to support a year 11 pupil in their final year of study.Job Summary:The successful candidate will work closely with the Inclusion & Behaviour Manager to provide individualized support to the pupil, developing strategies to achieve positive...

  • Educational Support Specialist

    4 weeks ago

    Ilkeston, Derbyshire, United Kingdom LTF Recruitment Ltd Full time

    Position OverviewEducational Support Specialist | LTF Recruitment LtdAre you enthusiastic about fostering educational growth and making a significant difference in the lives of students?We are currently seeking a committed Educational Support Specialist to become part of a dynamic educational environment.This role involves:Providing tailored assistance to...

  • Administrative Support Specialist

    7 days ago

    Ilkeston, Derbyshire, United Kingdom Derbyshire Healthcare NHS Foundation Trust Full time

    Job SummaryThe Derbyshire Healthcare NHS Foundation Trust is seeking an experienced Administrative Support Specialist to provide comprehensive and efficient administrative support to the ADHD Nurse Team. The successful candidate will be responsible for ensuring all documents, letters, and reports are formatted, typed, and distributed timely and...

  • Administrative Support Specialist

    7 days ago

    Ilkeston, Derbyshire, United Kingdom Derbyshire Healthcare NHS Foundation Trust Full time

    Job SummaryThe Derbyshire Healthcare NHS Foundation Trust is seeking an experienced Administrative Support Specialist to provide comprehensive and efficient administrative support to the ADHD Nurse Team. The successful candidate will be responsible for ensuring all documents, letters, and reports are formatted, typed, and distributed timely and...

  • Administrative Support Specialist

    2 weeks ago

    Ilkeston, Derbyshire, United Kingdom Derbyshire Healthcare NHS Foundation Trust Full time

    Job SummaryThe Administrative Support Specialist will provide comprehensive and efficient administrative support to the ADHD Nurse Team, ensuring an effective service is delivered to all relevant service users. This role will involve providing administrative and clerical support, typing and preparation of information, and providing confidential telephone...

  • Administrative Support Specialist

    2 weeks ago

    Ilkeston, Derbyshire, United Kingdom Derbyshire Healthcare NHS Foundation Trust Full time

    Job SummaryThe Administrative Support Specialist will provide comprehensive and efficient administrative support to the ADHD Nurse Team, ensuring an effective service is delivered to all relevant service users. This role will involve providing administrative and clerical support, typing and preparation of information, and providing confidential telephone...

  • Community Support Specialist

    4 weeks ago

    Ilkeston, Derbyshire, United Kingdom Derbyshire County Council Full time

    Join Our Team as a Community Support SpecialistBe part of a collaborative group of dedicated Community Support Professionals and Care Practitioners.Engage in regular supervision sessions, peer discussions, and access to training and development opportunities.Applicants should demonstrate essential competencies, knowledge, and experience to provide a secure...

  • Administrative Support Specialist

    3 weeks ago

    Ilkeston, Derbyshire, United Kingdom Derbyshire Healthcare NHS Foundation Trust Full time

    Job OverviewWe are seeking an experienced Administrative Support Specialist to join our team at Derbyshire Healthcare NHS Foundation Trust. The successful candidate will provide comprehensive administrative support to the ADHD Nurse Team, ensuring an effective service is delivered to all relevant service users.Main ResponsibilitiesAssist in the provision of...

  • Education Support Specialist

    2 weeks ago

    Ilkeston, Derbyshire, United Kingdom Connex Education Full time

    About the RoleConnex Education is seeking a highly motivated and dedicated Education Support Specialist to join our team. As a Cover Supervisor, you will play a vital role in ensuring the smooth operation of our secondary schools in and around the Ilkeston area of Derbyshire.Key ResponsibilitiesDeliver Planned Lessons: You will be responsible for delivering...

  • Administrative Support Specialist

    4 weeks ago

    Ilkeston, Derbyshire, United Kingdom SF Recruitment (Nottingham) Full time

    Position OverviewSF Recruitment is seeking a dedicated **Administrative Support Specialist** for a temporary role within the **Public Sector**. This position is crucial for ensuring the seamless operation of the designated team.Key ResponsibilitiesProvide comprehensive **administrative assistance** to facilitate team functions.Organize and coordinate...

  • Administrative Support Specialist

    4 days ago

    Ilkeston, Derbyshire, United Kingdom Derbyshire Healthcare NHS Foundation Trust Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our team at Derbyshire Healthcare NHS Foundation Trust. The successful candidate will provide comprehensive administrative support to our ADHD Nurse Team, ensuring an effective service is delivered to all relevant service users.Main ResponsibilitiesProvide administrative and...

  • Administrative Support Specialist

    4 days ago

    Ilkeston, Derbyshire, United Kingdom Derbyshire Healthcare NHS Foundation Trust Full time

    Job SummaryWe are seeking an experienced Administrative Support Specialist to join our team at Derbyshire Healthcare NHS Foundation Trust. The successful candidate will provide comprehensive administrative support to our ADHD Nurse Team, ensuring an effective service is delivered to all relevant service users.Main ResponsibilitiesProvide administrative and...

  • Educational Support Specialist

    4 weeks ago

    Ilkeston, Derbyshire, United Kingdom LTF Recruitment Ltd Full time

    Position OverviewEducational Support Specialist | Long-term Opportunity | Competitive SalaryAre you skilled in assisting young individuals with Autism and behavioral challenges? Do you have a strong commitment to fostering the development of children with special educational needs?If so, LTF Recruitment Ltd has an excellent opportunity tailored for you.We...

  • Catering Support Specialist

    4 weeks ago

    Ilkeston, Derbyshire, United Kingdom Anchor Full time

    Position Overview: We are seeking a dedicated Catering Support Specialist to assist in delivering exceptional food services. This role involves working closely with the Chef Manager to ensure a high standard of catering is maintained. Key Responsibilities: Provide a quality catering experience while adhering to health, safety, and hygiene standards. Ensure...

  • Administrative Support Specialist

    4 weeks ago

    Ilkeston, Derbyshire, United Kingdom Gladstone House Surgery Full time

    Position Overview We are a welcoming and compassionate healthcare facility that is part of a larger network of practices. Your primary responsibilities will be based at our facility, where you will join a dedicated team. We are currently seeking to add another administrative support specialist to our existing team of five, with a commitment of 25-30...

  • IT Support Specialist

    4 weeks ago

    Ilkeston, Derbyshire, United Kingdom Shorterm Group Full time

    Overview:Our client, a prominent player in the Rail/Rolling Stock sector, is seeking an IT Support Specialist to join their team. This role is based in Nottingham and requires a proactive individual capable of delivering IT assistance with minimal oversight.Key Responsibilities:As an IT Support Specialist, you will be responsible for:Providing the initial...

  • Childcare Support Specialist

    4 weeks ago

    Ilkeston, Derbyshire, United Kingdom Tailored Personnel Services Ltd Full time

    We are excited to collaborate with a prominent organization specializing in children's residential care to present an exceptional opportunity. If you have a strong desire to positively influence the lives of children, this position may align perfectly with your aspirations.Working Hours: Full-time, 39 hours per weekEmployment Type: PermanentRequirements: A...

  • Education Support Specialist

    3 days ago

    Ilkeston, Derbyshire, United Kingdom LTF Recruitment Ltd Full time

    Teaching Assistant OpportunityLTF Recruitment Ltd is seeking a dedicated and experienced Teaching Assistant to support a year 11 pupil in their final year of study.Job Summary:Provide academic support to a year 11 pupil, working closely with the Inclusion & Behaviour Manager to develop strategies for achieving positive behavioural outcomes.Support teaching...

  • Education Support Specialist

    3 days ago

    Ilkeston, Derbyshire, United Kingdom LTF Recruitment Ltd Full time

    Teaching Assistant OpportunityLTF Recruitment Ltd is seeking a dedicated and experienced Teaching Assistant to support a year 11 pupil in their final year of study.Job Summary:Provide academic support to a year 11 pupil, working closely with the Inclusion & Behaviour Manager to develop strategies for achieving positive behavioural outcomes.Support teaching...