About Us
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'
With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.
About The Role
As a Remediation Administrator you'll play an essential role within our operational teams, responsible for the seamless processing of high volumes of instructions while delivering exceptional customer service.
Working collaboratively with a dedicated team, you'll support queries and requests from Financial Adviser firms, building strong and long-lasting relationships with our valued clients.
Your attention to detail and commitment to accuracy will be pivotal in efficiently processing new Investments and providing crucial administrative support across our diverse range of product wrappers on the Wealthtime platform.
By making significant contributions to delivering a seamless and personalised experience, Your contributions will further strengthen Wealthtime's well-established reputation for excellence in the financial services industry.
Key Responsibilities
If you thrive in a fast-paced environment, effortlessly meet tight deadlines, and possess strong attention to detail, you're the perfect fit for our team. As an excellent communicator, you'll utilise your proficiency in Microsoft Office applications predominantly Outlook.
A positive can-do attitude and a keen interest in the financial service industry will set you apart. While relevant experience or a Financial Services qualification would be advantageous, our comprehensive training ensures you have the tools to succeed.
Excellent Communication Skills: Effective communication is the foundation of quality customer service.
Empathy: Understanding and empathising with customers' concerns is crucial for building trust.
Patience: Remaining patient and calm, especially in challenging situations, is vital.
Problem-Solving Skills: The ability to analyse issues and find creative solutions is a key competency.
Product/Service Knowledge: In-depth knowledge of Wealthtime's products is essential for providing accurate support.
Adaptability: The capacity to adjust communication and problem-solving approaches to suit different customer needs.
Time Management: Efficiently managing time and handling multiple customer inquiries is critical.
Conflict Resolution: Skill in resolving conflicts and handling difficult customers can lead to positive outcomes.
Attention to Detail: Accurate record-keeping and follow-up on commitments are essential.
Professionalism: Maintaining a professional and courteous attitude in all interactions is fundamental for building a positive customer experience.
This role will be on an initial 12 month fixed term contract basis.
About You
Specialist Skills, Qualifications and Experience:
Essential
* Financial services experience.
* Technical understanding of investments and investment products.
* Good attention to detail.
* Excellent interpersonal and communication skills.
* The ability to process data in Excel.
* Ownership and accountability.
* Excellent drive with ability to work unsupervised and under own initiative.
* Ability to work well under pressure and to tight deadlines.
Desirable
* Advanced knowledge of MS Office including Word and Excel.
* Working knowledge of a range of client servicing administration processes.
* Industry recognised qualifications.
* Project management experience and relevant qualification.
Rewards & Benefits:
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions. #J-18808-Ljbffr