Job Description

The Opportunity

Would you like a career path in Financial Services?

An exciting new opportunity has arisen for a Client Liaison Administrator to join a busy and growing team within Hutchinson Wealth Management, who are a highly successful Appointed Representative of St. James's Place Wealth Management PLC. We are in the process of expanding our business and this is an exciting time to join our growing team.

St. James's Place Wealth Management PLC (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James's Place Wealth Management has funds under management in excess of 140bn.

The office is easily accessible from motorway/rail and neighbouring towns. This is an exceptional opportunity to join a reputable firm who believe in employee development.

The Role

You will be responsible for booking client review meetings with existing clients for the current advisers in the office. There is no sales or cold calling involved. You will also provide efficient support to the Client Service Manager and the rest of the office, which may include handling client queries, greeting clients and preparing refreshments, administration duties, and preparing and posting client communications. You will be responsible for posting articles on social media.

The Person

You will be able to demonstrate exceptional telephone and customer service skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT & Social Media skills and be a strong communicator. As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion. Ideally, you have been working within an IFA or Wealth Management environment and have Financial Services industry experience with up-to-date knowledge of FCA regulations. We will consider candidates that have no experience in the industry, providing they have IT skills/Office experience and open to training and development to improve their knowledge in this area.

How to apply

Please send your CV and a cover letter explaining why you think you are the right fit for the role.

We endeavour to contact all candidates, however, owing to high volumes of applications, we may not be able to contact all candidates. If you do not hear from us, please assume your application has been unsuccessful on this occasion.

All information you send to us will be kept in line with current data protection requirements. Hutchinson Wealth Management is committed to equality and values diversity in our team. We welcome and encourage applications from all candidates in line with the Equality Act 2010.

Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.

Job Type: Full-time

Pay: 24,000.00 per year

Additional pay:

Bonus scheme
Benefits:

Company events Company pension Employee mentoring programme Financial planning services Free parking On-site parking
Schedule:

Monday to Friday No weekends
Experience:

customer service: 3 years (preferred)
Work Location: In person