Wealth Management Administrator - Fareham, United Kingdom - Page Personnel - UK

Page Personnel - UK
Page Personnel - UK
Verified Company
Fareham, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
My client in Whiteley is looking for a Wealth Management Administrator.


About Our Client:


My client is a high end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).


  • The role responsibilities include the following:
  • To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
  • Learning about firm's Core Values and products/services
  • Effectively and efficiently onboarding new clients and service the existing clients
  • Building effective relationships with customers, advisers and paraplanners in your immediate POD
  • Positively contribute to the team morale and energy, be a great team player
  • Willing to get involved in projects within the business, which may occur from time to time

The Successful Applicant:


  • Experience of using CRM systems
  • Be a good team player
  • Experience of challenging the status quo in respect of processes
  • A strong passion for delivering excellent customer service

What's on Offer:


  • Contact
  • James Carman
  • Quote job ref
  • JN
  • Phone number
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