We are currently seeking a CRM & Data Assistant to join a dynamic, forward thinking law firm based in Bath. The organisation is one of...
Tate are working with a leading financial services organisation in the Centre of Bristol to recruit a Wealth Advisory Administrator.
Come and think independently with an organisation thats doing the same. Were determined to help shape a Vibrant Economy in the UK and beyond. Its why we empower our people to bring new ideas to the table and take the lead in driving them forward. Its invigorating. Its inspiring. Its creating opportunities every day for their clients, their business, and everyone within the organisation. So bring your passion, ambitions and ideas, and together, be part of the change to shape the organisation.The work they do with their clients is hugely important. They need to ensure their clients understand the complex and ever-changing world of personal financial planning. Join them and you'll provide clients with independent wealth advisory services. You'll work with clients in various capacities to help them build wealth, protect wealth, enjoy and realise wealth. You'll provide innovative solutions and vital support for now and the future.
What you'll be doing:
o Producing appropriate written correspondence to providers and clientso Liaising with product providers to gain specific information for file reviews and technical supporto Producing meeting packs for advisers and completing all administration post meetingo Maintaining client information accurately on Intelligent Office, Wealth Advisory softwareo Research and analyse data for support staff and adviserso Preparing reports and written communication to clients, providers and others as directed by PWA teamo Managing own workloado Undertaking online investments on behalf of clientso Communicating directly with the owners of the business to the very highest level, and providing a point of contact for their queries
Who we're looking for: Passionate about supporting and helping individuals to manage their wealth, You will be someone who wants to make a difference and shape your career and a Vibrant Economy.o GCSE English & Maths at Grade C or above/equivalent (minimum criteria)o Interest in completing CII examso Experience of using Microsoft packages, particularly Excel, Word and Outlook.o Experience of working in a financial services environment/related work experienceo Previous experience of Intelliflo Databaseo Previous experience of working within and IFA practice.o Good attention to detailo Comfortable and polite telephone mannero Self-motivated individual able to work as part of a team but happy to manage their own workloado The willingness to exceed their goals and shape the service offeredo Drive and passion to offer great customer serviceo Flexible individual that is happy to undertake all tasks to ensure the business meets its ever changing needsOn their behalf we are looking for people who have a strong connection with and share the companies core beliefs:o Profit with a purpose that leads to a sustainable businesso Create sustainable value for our clientso Better togethero Never compromise on qualityValuing youYour personal development plan will help you grow your skills and you'll also enjoy a competitive salary and a flexible benefits package designed to meet your individual needs.Becoming a shared enterpriseTheir unique culture is built around collaboration. Everybody here plays their part. They share ideas. They share responsibility. They share the rewards. Put simply, always better together.This role is Full Time, Monday to Friday based in the Bristol Office. For more information please call 01392 432 861 or click apply today
Tate is acting as an Employment Agency in relation to this vacancy.