Administrator
other jobs True Potential LLP Job
Added before 6 hours
- England,East Midlands,Leicestershire
- full-time
- £26,000 - £30,000 per annum
Job Description:
Administrator – Wealth Management
Location – Leicestershire, LE10 2EF
Salary – £26,000 – £30,000 (dependent on experience)
Duration – Permanent, full time or reduced hours.
Are you an experienced administrator in the financial or professional services industry? Do you want to work for a forward-thinking firm that rewards its staff generously and takes its staff’s well-being seriously? Are you excited about being part of a growing firm that puts its clients’ needs ahead of profit?
We are True Potential Wealth Management a financial advice firm based in Burbage. We have been established for 11 years and we provide pension, investment and insurance advice. We have a fantastic reputation and are renowned for being a generous and caring employer. Would you like to join us?
What we need you to bring to the team:
*High level of client communication skills both written and verbal with the ability to build strong client relationships dealing with customers’ issues and queries.
*Solid administration experience, across all the Microsoft packages.
*Experience in supporting financial advisers or working within professional services, processing pension and investment work including preparing for annual reviews, obtaining information from financial providers and booking client meetings.
*Experience in handling and qualifying initial leads.
*A strong ability to plan and prioritise workloads.
In return we will offer:
*A great salary and 33 days of holiday (including bank holidays)
*Full support and training provided
*Modern office environment and supportive team to work with
What’s next?
If you are ready to join us, then click apply and complete the short application process (3-4 mins). We will then feedback to all applicants within 5 working days.
Initial video interviews are to be held the week commencing 25th November, with next stage interviews the following week
One last thing:
We believe in the power of diversity and strongly encourage applicants from all parts of society to apply.
You may have a background in the following:
Client relationship manager, client administrator, Client Relationship, Client experience co-ordinator, Client services, financial planning administrator or financial planning assistant, financial services administrator, financial administrator, independent financial adviser administrator, Business administrator, etc.
Emerald Starfish are working exclusively with this client on a retained basis.
NO AGENCIES PLEASE.
REF-218 013
Location – Leicestershire, LE10 2EF
Salary – £26,000 – £30,000 (dependent on experience)
Duration – Permanent, full time or reduced hours.
Are you an experienced administrator in the financial or professional services industry? Do you want to work for a forward-thinking firm that rewards its staff generously and takes its staff’s well-being seriously? Are you excited about being part of a growing firm that puts its clients’ needs ahead of profit?
We are True Potential Wealth Management a financial advice firm based in Burbage. We have been established for 11 years and we provide pension, investment and insurance advice. We have a fantastic reputation and are renowned for being a generous and caring employer. Would you like to join us?
What we need you to bring to the team:
*High level of client communication skills both written and verbal with the ability to build strong client relationships dealing with customers’ issues and queries.
*Solid administration experience, across all the Microsoft packages.
*Experience in supporting financial advisers or working within professional services, processing pension and investment work including preparing for annual reviews, obtaining information from financial providers and booking client meetings.
*Experience in handling and qualifying initial leads.
*A strong ability to plan and prioritise workloads.
In return we will offer:
*A great salary and 33 days of holiday (including bank holidays)
*Full support and training provided
*Modern office environment and supportive team to work with
What’s next?
If you are ready to join us, then click apply and complete the short application process (3-4 mins). We will then feedback to all applicants within 5 working days.
Initial video interviews are to be held the week commencing 25th November, with next stage interviews the following week
One last thing:
We believe in the power of diversity and strongly encourage applicants from all parts of society to apply.
You may have a background in the following:
Client relationship manager, client administrator, Client Relationship, Client experience co-ordinator, Client services, financial planning administrator or financial planning assistant, financial services administrator, financial administrator, independent financial adviser administrator, Business administrator, etc.
Emerald Starfish are working exclusively with this client on a retained basis.
NO AGENCIES PLEASE.
REF-218 013
Job number 1682355