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About the Role: Join an award winning, fast-moving business that empowers you to take ownership, grow, and develop within your role. Our client fosters a fun and collaborative environment where your contributions are valued.
Key Responsibilities:
- Client Liaison: Manage regular income and contribution payments, handle asset transfers, and ensure effective back-office processes. Be the first point of contact for clients, manage client reviews, and support the operations team.
- Administration: Maintain up-to-date client and contribution records, oversee assistant-level tasks, and ensure all administrative processes are completed efficiently.
- Processing: Handle income payments, contributions, withdrawals, and asset transfers with accurate record-keeping. Manage probate processes and account closures.
- Tracking: Monitor income payments, ensure timely delivery of capital withdrawals, and maintain sufficient buffer funds.
- Risk Management and Compliance: Stay updated with industry and firm policies, comply with best practice procedures, and maintain a CPD record of 10 hours per annum.
What My Client Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A collaborative team that values your input and ideas.
- Salary between 25,000 to 27,000 dependent upon experience
- Dog friendly office
- Monday to Friday 8:30 to 4:30 (35 hours per week). Full time office-based role
- 25 days holiday, health care benefits, a ranges of social and team events
Requirements:
- Strong client relationship management skills.
- Effective administrative and organisational abilities.
- Experience in the financial services sector is beneficial but not essential.
- Exceptional attention to detail
- Organised, outgoing and flexible
Apply Now: If you're ready to join a vibrant team and make a significant impact, apply today!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
