If you are seeking the opportunity to join a firm that can develop your career and offer you opportunities for progression, then it’s a good place and time for you to join my client; a leading wealth management practice with over 13 offices in the UK and a global presence. They offer holistic advice to private and corporate clients across the UK and have a range of services and products that they offer to third party advisers for wider distribution. My client has seen rapid growth due to some of the strategic changes they’ve made to their business in the last 10 years’ and they have a need for an organised and customer focused individual to join their growing and well-regarded team in Worcester.
This is a client and adviser support role, which will see the successful candidate work alongside an internal distribution team, playing a key role in ensuring that the wealth planners and clients are fully supported through the new business process, ensuring all files, systems and paperwork is kept up to date, accurate and compliant. This position is heavily administration focused and you will be required to liaise and build effective relationships with stakeholders of the business, exploring opportunities for referrals and adding value to the achievement of business targets. This role would be ideal for someone who has a true passion and knowledge for wealth management and investment products and who enjoys working in a great team environment.
Key skills required;
· Experience of working in Sales environment within the Financial Services sector (eg Wealth Management / Insurance/ Protection)
· Proven customer service and interpersonal skills.
· Excellent administration skills with strong organisation and accuracy.
· Proficiency in Microsoft office, including Word and Excel.
· Hold GCSE Maths o equivalent.
· Be willing to obtain the CII certificate in Financial Administration.
. Those who have experience of personal pensions, ISA’s, general investment accounts and on-shore bonds would be of particular interest to my client.
In return, you will receive an attractive starting salary with regular pay reviews and career development support, excellent employee benefits and a culture that invests in its people.
If you are interested in this role please call Louise Sheppard on 0117-9450-450 and quote reference 2944.