Social network you want to login/join with:
Wealth Management Administrator - 2 days in office, Fareham
Client:
Page Personnel
Location:
Fareham, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
ca41a5bc35ed
Job Views:
22
Posted:
16.03.2025
Expiry Date:
30.04.2025
Job Description:
* My Whiteley client is looking for a Wealth Management Administrator.
* Excellent salary & benefits (hybrid working/study) to the successful candidate.
About Our Client
My client is a high-end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).
Job Responsibilities
* To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
* Learning about the firm's Core Values and products/services.
* Effectively and efficiently onboarding new clients and servicing existing clients.
* Building effective relationships with customers, advisers, and paraplanners in your immediate POD.
* Positively contribute to the team morale and energy, being 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.
The Successful Applicant
* Delivery orientated and a well-organised individual with experience within a financial planning environment.
* Knowledge of investment products such as ISAs, Pensions, and Bonds.
* Experience of using CRM systems.
* A good team player.
* Experience of challenging the status quo in respect of processes.
* A strong passion for delivering excellent customer service.
What's on Offer
An excellent salary and benefits package, including study support, exists for the successful candidate.
#J-18808-Ljbffr