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Wealth Management Administrator - hybrid - 2 days in office, Southend-on-Sea
Client:
Page Personnel
Location:
Southend-on-Sea
Job Category:
Other
EU work permit required:
Yes
Job Reference:
4d0a6f54aa75
Job Views:
5
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
* My Leigh-On-Sea 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 Leigh-On-Sea 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 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 well-organized individual, with experience within a financial planning environment.
* Knowledge of investment products such as ISAs, Pensions, Bonds.
* Experience of using CRM systems.
* 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.
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