This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided.
What's most important is the desire to learn, and build a worthwhile career.Location: WrexhamHours: Full time.
9am until 5pm (Monday to Friday) 35 hours per weekSalary; £23,000Contract type: PermanentBenefits; 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)NHS Top up Medical Cash Plan (increasing with length of service)Gym membershipFree onsite parkingBike to work schemeExam support and fundingInhouse development path for those that want to develop throughout the various rolesTeam socials Role purpose: An exciting new opportunity has arisen within a reputable financial services practice.
The new role will be to join their successful client servicing team by providing daily administration support to the Financial Advisers and Case Managers within the business.
Key Duties and Responsibilities: Prep of meeting packs (new and review)Change in contributionsDiary ManagementAppointment bookingChange of bank detailsChange of addressReview and overdue meeting managementAdding leads and prospectsWithdrawals – security checks and confirm requestOnline access registeringBasic letters of instruction – (eg UT & ISA)ID & V & AML check for reviewLogging documentationClient meeting remindersPrep of welcome packs/sendingCertifying docsLOA'sChasing withdrawalsPolicy services request for informationCalling providers for informationLand registry search on requestScanning and processing incoming postAnswering of incoming office callsSupporting with any wider general office support when front of house is on annual leave Person Specification: Genuine interest in Financial ServicesConfident phone manner and dealing with clientsKeen to develop and learnHigh level of attention to detailHighly organised and works with a proactive attitudeExcellent written and verbal communication skillsExcellent IT SkillsApproaches work positively with a can-do attitude and take responsibility for own tasksManages time effectively and can work within set timescalesWorks well as an individual and as part of a large team This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided.
What's most important is the desire to learn, and build a worthwhile career.