Description
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. Whats most important is the desire to learn, and build a worthwhile career.
Location: Wrexham
Hours: Full time. 9am until 5pm (Monday to Friday) 35 hours per week
Salary; £23,000
Contract type: Permanent
Benefits;
1.30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
2.NHS Top up Medical Cash Plan (increasing with length of service)
3.Gym membership
4.Free onsite parking
5.Bike to work scheme
6.Exam support and funding
7.Inhouse development path for those that want to develop throughout the various roles
8.Team 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 contributions
Diary Management
Appointment booking
Change of bank details
Change of address
Review and overdue meeting management
Adding leads and prospects
Withdrawals security checks and confirm request
Online access registering
Basic letters of instruction (eg UT & ISA)
ID & V & AML check for review
Logging documentation
Client meeting reminders
Prep of welcome packs/sending
Certifying docs
LOAs
Chasing withdrawals
Policy services request for information
Calling providers for information
Land registry search on request
Scanning and processing incoming post
Answering of incoming office calls
Supporting with any wider general office support when front of house is on annual leave
Person Specification:
Genuine interest in Financial Services
Confident phone manner and dealing with clients
Keen to develop and learn
High level of attention to detail
Highly organised and works with a proactive attitude
Excellent written and verbal communication skills
Excellent IT Skills
Approaches work positively with a can-do attitude and take responsibility for own tasks
Manages time effectively and can work within set timescales
Works 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. Whats most important is the desire to learn, and build a worthwhile career.
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