NJR is currently working with a well established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals. Due to upcoming Maternity leave they have an excellent opportunity for an ambitious Financial Services Administrator to join their highly successful practice on a fixed term contract.
What's in it for you?
- Competitive salary
- Hybrid working
- 25 Days Holiday + Bank Holiday
- Extra day off for birthday
- Death in service cover
- Company pension
- Immediate start available
Our client is extremely dynamic and provides an environment for career motivated people to thrive and will offer support should you wish to pursue professional qualifications.
With hybrid working from their prestigious office based in Gainsborough, the main aim of this role is to support the Adviser Team with preparing them for client meetings and their responsibilities to their clients whilst ensuring that the service offering is outstanding.
Responsibilities will include:
- Arranging client meetings and diary management
- Prepare meeting packs for Advisers including valuations and all other relevant documents
- Updating client records
- Construct appropriate post meeting letter for issue to clients
- Meet & Greet Advisers clients
- Dealing with Letters of Authority
- Act as a point of contact for clients and deal with routine issues/queries
- New business submission
What do we need from you?
- Previous experience in a similar role
- Excellent communication skills
- Strong attention to detail
Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of customer service.
For further information please contact one of our specialist consultants quoting REF: NJR14870
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