Wealth Management Administrator - hybrid - 2 days in office

Wealth Management Administrator - hybrid - 2 days in office, Southend-on-Sea

This role is based at our Leigh-On-Sea office, with a hybrid working arrangement (2 days in the office).

Client:

Page Personnel

Location:

Southend-on-Sea

Job Category:

Other

EU work permit required:

Yes

Job Reference:

4d0a6f54aa75

Job Views:

9

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

• Our Leigh-On-Sea client is seeking a Wealth Management Administrator.
• Offering an excellent salary & benefits package, including hybrid working and study support.

About Our Client

Our client is a high-end Wealth Management firm with offices across the UK.

Job Responsibilities

• Provide excellent customer service, putting the client at the center of all activities.
• Learn about the company's core values and products/services.
• Onboard new clients effectively and service existing clients.
• Build strong relationships with clients, advisers, and paraplanners within your team.
• Contribute positively to team morale and energy.
• Communicate effectively with clients via telephone, email, and other mediums.
• Participate in business projects as required.

Candidate Profile

• Organized, delivery-oriented individual with experience in financial planning.
• Knowledge of investment products such as ISAs, Pensions, Bonds.
• Experience using CRM systems.
• Team player with a proactive approach to improving processes.
• Passionate about delivering excellent customer service.

What We Offer

An attractive salary and benefits package, including study support, for the successful candidate.