Administrator - Southampton, United Kingdom - David James Wealth

Description

Administrator
Job Specification


The Company
David James Wealth is a financial planning business, with purpose-led financial planning at the heart of what it does.

Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can demonstrate and live our values, to join our team.

The David James Wealth values are: o We do the right thing - we always stick to what we know to be right o Totally dedicated - together we work hard and deliver on our promises o Always improving - we listen, learn, and strive for knowledge o Enjoying the journey - we're positive about what the road ahead promises


The Role
As an Administrator at David James Wealth, you will be responsible for working closely with our advisers and clients.

You will be liaising with providers, organising paperwork for the advisers, and using our IT systems to record information and process business.

You will be highly organised, have real attention to detail and work well under pressure. You will work as part of a team, where collaboration and teamwork are central to all that they do.

You will have regular contact with clients by phone, in person and virtually.

Client relationships are at the heart of what we do and everyone in the team has an important part to play in making sure our clients are well looked after.

Key Responsibilities

• Developing great relationships with our advisers and clients
• Meeting agreed deadlines for administrative tasks
• Working closely with our adviser team to ensure administration and paraplanning tasks are managed efficiently
• Working collaboratively with the whole team, sharing best practices, and supporting the delivery of best advice for all our clients
• Continually looking for improvements and developing your skills and knowledge

Key Skills

• A focused and dedicated individual with real attention to detail
• A great listener and somebody who takes a genuine interest in people
• Excellent communication skills verbally and in written form
• A positive and engaging person, who wants to live and breathe the values of our business
• An ability to manage your time effectively to ensure your workload is well managed
• Very efficient and selfmotivated
• A desire to continually improve and develop yourself and the team around you
• Take a pride in what you do and be an ambassador for the business
• Be inquisitive and challenging, to continually drive progress across the business

Qualifications/Experience

• Minimum 2 years' experience of financial services administration, or other relevant experience
• Strong IT skills, as we are a technologyfocused business

The Benefits

• Salary range £20,000£25,000, depending upon experience.
• Pension and death in service benefits
• 25 days holiday (+ Bank Holidays) per annum
• Cycle to Work Scheme
• Private Medical Insurance (Bupa)
• The ability and support to work flexibly where appropriate, in terms of hours and location
• Support with further qualifications, including study leave.
• A performance award based on delivering on our core values
• We will provide access to marketleading technology and IT equipment to help you deliver a firstclass service to our clients and will provide full training to get you off to a great start.

DJW/Adminjobvacanacy022023


Salary:
£20,000.00-£25,000.00 per year


Benefits:

• Company pension

Schedule:

• Monday to Friday

Supplemental pay types:

• Performance bonus

Work Location:
One location


Reference ID:
DJWADMIN2023