Job role:
Wealth Management Specialist Support
Reports to:
Client Support Team Manager
Location
Leeds
Package
£22,500 - £25,000 (up to £28kOTE) depending on experience plus benefits package
Hours of work
37.5 hours per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role.
About the Role
Overview
To provide first line support to our team of consultants, Financial Planners and customers. To manage the pipeline of applications and ensure business is completed quickly and efficiently.
Key Outputs
1. To generate new business opportunities through a combination of inbound and outbound calls
2. Discussing customer's pensions to understand if our service would be suitable
3. Making live transfers or booking future appointments for the Wealth Management Guidance Team
4. Working towards productivity and conversion KPI's
5. To provide professional and efficient administrative support to the Wealth Management Team
6. Preparing new business applications
7. Liaising with team members to pick up ad hoc tasks, i.e. re-arranging appointments, responding to customer qu...