Part Time Administrator (Wealth Management)
Posted 10/07/2024 by NMS Recruit Ltd
A part time Administrator is required for this leading Wealth Management company based in Chester City Centre.
Working 3 days a week you will support the team of Financial Advisors from an administration and customer service perspective.
Your main responsibilities will be:
• Responsible for all initial client contact from telephone and face to face advice meetings
• Support Practice Manager with administration linked to Operational improvements
• Support Back Office with servicing and data processing administration
• Support Associates with the facilitation of handing over cases to the Back Office Team
Duties will include:
• Answer all incoming calls into the office- transfer or escalate to Associate or Practice Manager if appropriate.
• Welcome clients into office and manage initial meeting introductions
• Collect and delegate post / sign for deliveries
• Manage all photocopying, scanning and shredding for day to day work and client files
• Print client facing documents, report and sales aid to support the sales process or distribute to clients
• Creation of 1st meeting packs
• Creation of new client files
This is a permanent part time role offering a salary of £25-£28K pro rata plus benefits
To be suitable for this role you will have a strong administration background ideally in financial services, be highly computer literate and have outstanding communication skills.
Email your CV today to be considered - if you do not hear from us within 5 working days, please assume you have not been successful.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, NMS Recruit will be acting within your interest and will contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please get in touch with us here.
Working 3 days a week you will support the team of Financial Advisors from an administration and customer service perspective.
Your main responsibilities will be:
• Responsible for all initial client contact from telephone and face to face advice meetings
• Support Practice Manager with administration linked to Operational improvements
• Support Back Office with servicing and data processing administration
• Support Associates with the facilitation of handing over cases to the Back Office Team
Duties will include:
• Answer all incoming calls into the office- transfer or escalate to Associate or Practice Manager if appropriate.
• Welcome clients into office and manage initial meeting introductions
• Collect and delegate post / sign for deliveries
• Manage all photocopying, scanning and shredding for day to day work and client files
• Print client facing documents, report and sales aid to support the sales process or distribute to clients
• Creation of 1st meeting packs
• Creation of new client files
This is a permanent part time role offering a salary of £25-£28K pro rata plus benefits
To be suitable for this role you will have a strong administration background ideally in financial services, be highly computer literate and have outstanding communication skills.
Email your CV today to be considered - if you do not hear from us within 5 working days, please assume you have not been successful.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, NMS Recruit will be acting within your interest and will contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please get in touch with us here.
- Type:
- Permanent
- Start Date:
- 10/07/2024
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Telephone:
- Login or register to view
- Job Reference:
- J91979929
- Job ID:
- 221976311
- Applications:
- Less than 10
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