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Wealth Management Administrator / Client Relationship Manager
Permanent
Taunton
£24,000 - £26,500
Working Hours: 08:45 – 17:15 Full time, Office Based.
Haw 3 Talent Solutions is hiring on behalf of their client for a Wealth Management Administrator to work in Taunton, Somerset. You will join a market-leading financial services company that provides hassle-free advice on financial matters including Mortgages, Wealth Management, and Accountancy!
Main Responsibilities of the Wealth Management Administrator:
- Communicate and work efficiently with all client enquiries.
- Pro-actively manage day to day tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process.
- Liaising with providers to deliver a seamless service to our clients.
- Work to FCA approved standards, ensuring work is compliant and within data protection guidelines when discussing client updates.
- Competently use a variety of software packages to include data entry and monitoring of the Company client database.
- The ability to work under pressure and prioritise your workload to meet client expectations therefore delivering exceptional service.
- Provide efficient client relations support to consultants through effective and regular communication.
- Sort and distribute incoming post and organise outgoing post.
- Be able to efficiently book meeting rooms and conference facilities as needed.
- Prepare refreshments for client and Company meetings as required.
Experience and Skills required
- A high degree of personal motivation, organisational skills and the ability to manage your own workload.
- A willingness to undertake exams to further your personal knowledge within the Financial Services industry.
- You must be proactive, tenacious and show initiative at all times.
- The ability to work closely with other members of the team and management team.
- A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
- A high level of professionalism to deliver client service excellence.
- Strong communication skills; face to face, on the telephone and via email.
- A high level of confidentiality and discretion.
- An understanding of the importance that compliance & GDPR play within financial services.
Benefits of the role:
- Comprehensive induction programme
- Annual salary review
- Annual bonus scheme
- Study support both financially and time to study during the working day
- 30 days holiday allowance + plus 8 bank holidays
- Access to our commercial gym
- Day off for your birthday
- Christmas shut down
- Access to BUPA Employee Assistance Program
- Great culture
- Fabulous Company events
- Pension
- Sick pay
Closing date is 14.03.2025
To Apply please follow the application process for the site this job is advertised on. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website.
Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgments solely on suitability for the job. By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future.
Are you an administrative professional who excels at providing exceptional client services?
Job: An administrative career, within a wealth management company. You'll have the chance to study, work, learn, and pass IFA qualifications. Providing you with a career, salary increase and an outstanding work culture. 30 days + 8 bank holidays, onsite gym, BUPA, birthday off, Christmas shut down, pension, 3 company events annually - Summer BBQ & Christmas Party.
You: You can come from any administrative background, have just graduated, or come from a regulated environment like banking, insurance, accountancy, wealth management, or mortgages.
Haw 3 Talent Solutions is hiring on behalf of their client for a Wealth Management Administrator to work in Taunton, Somerset. You will join a market-leading Wealth Management company that provides hassle-free advice on financial matters including Mortgages, Wealth Management, and Accountancy! The annual salary is £23,000 - £26,500 PA. The working hours are 8.45 am - 5.15 Monday to Friday.
Why work with us: Proud winners of the Best Mortgage Office in the UK and Best Regional Mortgage Broker in the South West! Additional accolades include Financial Advisory - Firm of the Year and winning the South-West's Best Mortgage Broker in the AI Awards for Business Excellence!
Key Objectives:
The client relations team is accountable for delivering a high level of professionalism to provide client service excellence. The team transacts, manages and is responsible for client's needs and the day-to-day running of wealth management client relations.
Communicate and work efficiently with all client enquiries.
Pro-actively manage day to day tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process.
Liaising with providers to deliver a seamless service to our clients.
Work to FCA approved standards, ensuring work is compliant and within data protection guidelines when discussing client updates.
Competently use a variety of software packages to include data entry and monitoring of the Company client database.
The ability to work under pressure and prioritise your workload to meet client expectations therefore delivering exceptional service.
Provide efficient client relations support to consultants through effective and regular communication.
Sort and distribute incoming post and organise outgoing post.
Be able to efficiently book meeting rooms and conference facilities as needed.
Prepare refreshments for client and Company meetings as required.
About You:
A high degree of personal motivation, organisational skills and the ability to manage your own workload.
A willingness to undertake exams to further your personal knowledge within the Financial Services industry.
You must be proactive, tenacious and show initiative at all times.
The ability to work closely with other members of the team and management team.
A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
A high level of professionalism to deliver client service excellence.
Strong communication skills; face to face, on the telephone and via email.
A high level of confidentiality and discretion.
An understanding of the importance that compliance & GDPR play within financial services.
Outstanding Benefits:
Comprehensive induction programme
Annual salary review
Annual bonus scheme
Study support both financially and time to study during the working day
30 days holiday allowance + plus 8 bank holidays
Access to our commercial gym
Day off for your birthday
Christmas shut down
Access to BUPA Employee Assistance Program
Great culture
Fabulous Company events
Pension
Sick pay
The c losing date is 20 th September.
Hawk 3 Talent Solutions is operating as an employment agency on behalf of its client. To Apply please follow the application process for the site this job is advertised on or email your CV to (url removed)
By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Hawk 3 Talent Solutions are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future.
