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Part Time Administrator (Wealth Management)

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Part Time Administrator (Wealth Management)

  • Location

    Chester

  • Sector:

    Commercial

  • Job Type:

    Permanent

  • Salary:

    £25,000 - £28,000 pro rata

  • Contact:

    Lisa Carew

  • Contact email:

    Lisa.carew@nmsrecruit.com

  • Contact phone:

    +44 (0)1928 735 021

  • Job Ref:

    J91979929

  • Published:

    5 days ago

  • Expiry Date:

    2024-08-09

  • Startdate:

    2024-07-10

A part time Administrator is required for this leading Wealth Management company based in Chester City Centre.

Working 3 days a week you will support the team of Financial Advisors from an administration and customer service perspective.

Your main responsibilities will be:

• Responsible for all initial client contact from telephone and face to face advice meetings
• Support Practice Manager with administration linked to Operational improvements
• Support Back Office with servicing and data processing administration
• Support Associates with the facilitation of handing over cases to the Back Office Team

Duties will include:

• Answer all incoming calls into the office- transfer or escalate to Associate or Practice Manager if appropriate.
• Welcome clients into office and manage initial meeting introductions
• Collect and delegate post / sign for deliveries
• Manage all photocopying, scanning and shredding for day to day work and client files
• Print client facing documents, report and sales aid to support the sales process or distribute to clients
• Creation of 1st meeting packs
• Creation of new client files

This is a permanent part time role offering a salary of £25-£28K pro rata plus benefits

To be suitable for this role you will have a strong administration background ideally in financial services, be highly computer literate and have outstanding communication skills.

Email your CV today to be considered - if you do not hear from us within 5 working days, please assume you have not been successful.



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