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An exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from retirement & pension planning to mortgage & protection and we are continuing to grow our business year on year.
We’re looking for an enthusiastic, proactive and personable individual who wants to help to grow our business through building relationships & delivers excellent client service first time, every time as a wealth administrator.
You will be required to process wealth applications after our clients have received a fully advised process and to follow this through to completion, in a timely manner.
This is a fully office based role, benefits include a 4pm finish on Fridays & no weekend working
Responsibilities:
Working with the team to meet SLA levels
Communicating with clients throughout the journey
Ensure all applications are accurate and complete
Ensure all supporting documentation has been provided and collate for recommendation appointments
Completion of reviews annually.
Skills and Experience:
Experience in wealth management/pensions essential.
Well organised, with an eye for detail.
Strong IT skills
The ability to work under pressure
A very strong work ethic and a focus on delivery
Job Types: Full-time, Permanent
Pay: £26,000.00-£29,000.00 per year
Additional pay:
- Yearly bonus
Benefits:
- Additional leave
- Company pension
- Financial planning services
- Life insurance
- Private medical insurance
Schedule:
- Day shift
- Monday to Friday
- No weekends
Experience:
- Financial services: 1 year (required)
Work Location: In person
