Job Title: Administrator – Wealth Management
Location: Leicestershire, LE10 2EF
Salary: £26,000 – £30,000 (dependent on experience)
Duration: Permanent, full time or reduced hours.
Sector: Financial Services
Are you an experienced administrator in the financial or professional services industry? Do you want to work for a forward-thinking firm that rewards its staff generously and takes its staff’s well-being seriously? Are you excited about being part of a growing firm that puts its clients’ needs ahead of profit?
We are True Potential Wealth Management, a financial advice firm based in Burbage. We have been established for 11 years and provide pension, investment, and insurance advice. We have a fantastic reputation and are renowned for being a generous and caring employer. Would you like to join us?
What we need you to bring to the team:
1. High level of client communication skills both written and verbal with the ability to build strong client relationships dealing with customers' issues and queries.
2. Solid administration experience across all Microsoft packages.
3. Experience in supporting financial advisers or working within professional services, processing pension and investment work including preparing for annual reviews, obtaining information from financial providers, and booking client meetings.
4. Experience in handling and qualifying initial leads.
5. A strong ability to plan and prioritise workloads.
In return we will offer:
1. A great salary and 33 days of holiday (including bank holidays).
2. Full support and training provided.
3. Modern office environment and supportive team to work with.
What’s next?
If you are ready to join us, then click apply and complete the short application process (3-4 mins). We will then feedback to all applicants within 5 working days.
Initial video interviews are to be held the week commencing 25th November, with next stage interviews the following week.
One last thing:
We believe in the power of diversity and strongly encourage applicants from all parts of society to apply.
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