Do you have strong administration and communication skills? Are you seeking an opportunity to widen your knowledge of Wealth Management/Investment products?
Our client, a leading wealth management firm based in Newcastle, is seeking a Client and Adviser Support Administrator to join their team.
Working closely alongside the Wealth Planners, you will:
- Ensure that both Wealth Planners and clients are fully supported through the new business process
- Ensure that paperwork, files and operating systems are kept up to date, accurate and compliant
- Explore new opportunities for referrals and professional candidates adding value to the achievements of business targets
- Build strong relationships with clients as well as internal and external parties
Your skills and qualifications:
- A highly organised individual who works with a high level of accuracy
- Excellent customer service skills
- Great written and verbal communication skills
- Sales support experience within a Financial Services environment
- IT proficient and confident with Microsoft Office Packages
If this sounds like you, please contact Joanna at Flair for Recruitment for more information.