1. My Leigh-On-Sea client is looking for a Wealth Management Administrator.
2. 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 Description
The role responsibilities include the following:* 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 service the existing clients* Building effective relationships with customers, advisers and paraplanners in your immediate POD* Positively contribute to the team morale and energy, be 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
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment.* Knowledge of investment products ISAs, Pensions, Bonds* Experience of using CRM systems* Be 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.