Wealth Management Administrator - hybrid - 2 days in office, Southend-on-Sea
This role is based at our Leigh-On-Sea office, with a hybrid working arrangement (2 days in the office).
Client:
Page Personnel
Location:
Southend-on-Sea
Job Category:
Other
EU work permit required:
Yes
Job Reference:
4d0a6f54aa75
Job Views:
9
Posted:
26.04.2025
Expiry Date:
10.06.2025
Job Description:
* Our Leigh-On-Sea client is seeking a Wealth Management Administrator.
* Offering an excellent salary & benefits package, including hybrid working and study support.
About Our Client
Our client is a high-end Wealth Management firm with offices across the UK.
Job Responsibilities
* Provide excellent customer service, putting the client at the center of all activities.
* Learn about the company's core values and products/services.
* Onboard new clients effectively and service existing clients.
* Build strong relationships with clients, advisers, and paraplanners within your team.
* Contribute positively to team morale and energy.
* Communicate effectively with clients via telephone, email, and other mediums.
* Participate in business projects as required.
Candidate Profile
* Organized, delivery-oriented individual with experience in financial planning.
* Knowledge of investment products such as ISAs, Pensions, Bonds.
* Experience using CRM systems.
* Team player with a proactive approach to improving processes.
* Passionate about delivering excellent customer service.
What We Offer
An attractive salary and benefits package, including study support, for the successful candidate.
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