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Director of Marketing Operations at Reward Recruitment Limited
Preston
£26,000 to £30,000 basic (subject to experience)
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Preston.
The role comes with a competitive salary dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
Key Responsibilities:
* Client correspondence, written and verbal.
* Processing New Business.
* Preparation of client review packs.
* Arranging client meetings and managing the Adviser’s diary.
* Illustration requests.
* Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
* Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
* Taking phone calls, enquiries and requests, and handling them where appropriate.
* Back-office support.
Qualifications and Experience:
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. Additional experience in the following areas:
* Good working knowledge of IO and Platform.
* Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
* Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
* Management and prioritising workloads.
* Excellent planning, organisational and multi-tasking abilities.
* Analytical and problem-solving skills.
* Flexibility/ adaptability to cope with change.
* Excellent communication skills at all levels.
* A team player with a positive attitude.
Seniority Level:
Not Applicable
Employment Type:
Full-time
Job Function:
Administrative
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