Financial Services Administrator - Wetherby, United Kingdom - DWB Wealth Consultancy

Description

DWB Wealth Consultancy LLP provides bespoke financial advice and services to business owners, families, individuals and entrepreneurs.

You will be working as part of the team providing all aspects of administration and PA support to the Financial Advisers within the business.

As an Administrative Assistant you will need:

• Proven work experience as an Administrator or within an office support role.
• Strong written, interpersonal, and verbal communications skills and the ability to build rapport and manage client relationships.
• Good time management and planning skills.
• Experience using online meeting platforms such as Teams and Zoom.
• Strong working knowledge of Excel, Word and other Microsoft Office programs.
• It is essential that you are confident in dealing with clients, colleagues, third parties and can work with total discretion.
• Strong attention to detail and be able to problem solve and think on your feet
• Financial Services experience is useful but not essential.

Specifically your role with involve:

• Developing and maintaining efficient office systems, processes and procedures.
• Resolving any administration problems
• Updating and maintaining the CRM system
• Managing the database of clients and diary management for the Financial Advisers, including scheduling online and inperson meetings.

DWB Wealth Consultancy is an appointed Representative of St. James's Place Wealth Management Plc.

We foster a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to our clients, providing an excellent working environment, the chance to extend your skills and experience and be able to feel part of a team that works hard to make a success of this Practice.

Salary:
£20,000.00-£23,000.00 per year


Benefits:

• Additional leave
• Onsite parking

Schedule:

• Monday to Friday

Supplemental pay types:

• Yearly bonus

Ability to commute/relocate:

• Wetherby, LS22 6RG: reliably commute or plan to relocate before starting work (required)

Experience:

- administration: 1 year (required)


Work Location:
In person

Application deadline: 31/03/2023