Processing Administration Manager

Job Location	Weston, Bath
Education	Not Mentioned
Salary	£25,000 - £30,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

My client is a Wealth Management company, specialising in providing high-quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages.Their clients include Small domestic organisations, and high net worth individuals including sports stars and celebrities.They are currently looking to bring on board a Processing Administration Manager / Paraplanner to be based from home, in the South West UK:

Providing quotations to prospective and currents

Building product recommendation letters / Product suitability reports

Correspondence via telephone and email with clients

Update internal systems

Preparing customer information packs for all products and services

Product and investment research

Experience

At least one-year business processing experience within the Financial Services Sector

A ken interest in Financial Service products

Mentoring or managing a small team

Strong knowledge of investment products - Investments, Trust, Protection, etc…

An "Action" orientated approach

Extremely well organised

Excellent communication skills

Hard-working and professional attitude

Proven success working from home

Due to the high number of applications, we receive it may only be possible to reply to successful candidates. Required skills

Advising

Financial Services

Investment

Protection

Wealth Management

Keyskills :
Advising Financial Services Investment Protection Wealth Management

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