Market leading wealth management company
Based in Beverley, East Riding of Yorkshire
£27,000 to £32,000
My client is a forward thinking and well-established IFA and they now have a fantastic new opportunity for an individual with a genuine interest in the wealth management industry and proven ability within administration. You will be providing administration support for a medium sized, friendly Independent Financial Services company. This will involve all aspects of financial services administration, liaising with Advisers at every stage of the financial planning process.
Experience in financial services is an advantage but not essential. Enthusiasm and commitment to deliver a first-class service, to both clients and colleagues, is paramount.
Duties
Process new business applications
Preparing appointment packs
Letter of Authority administration and processes
Liaising with providers on the telephone
General administrative duties
Ideal Skills And Experience
A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with what might be an unfamiliar software package (industry software)
Excellent customer facing interactions
Good administration skills/phone manner and IT skills
Someone who has worked in a financial services organisation who understands regulations & compliance would have an advantage but this is not essential
Well-presented
Self-motivated and organised, with a good work ethic.
Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision
Able to stay focused on tasks, despite possible distractions or interruptions
Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process
Flexible in their approach to work and processes
The right candidate should be able to adapt/evolve as working practices change

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