As an experienced IFA Client Services Administrator with a minimum 3-5 years’ experience, you will be integral to enhancing client relationships within our financial services team. You will know the difference between a platform provider and a life company, a SIPP from an investment bond.
This role requires strong communication (verbal and written) skills in support of our Financial Planning Consultants. You will have a professional telephone manner, superb client service skills and know how to access information easily and speedily from providers. You will be working in a dynamic environment with exposure to all aspects of financial planning and wealth management.
Benefits:
- Competitive salary reflecting level of experience
- Death in Service, Contributory Pension, employer-sponsored private medical insurance and 25 days holiday plus bank holidays
- Assistance with improving your industry qualifications and continuing CPD
- All the tea and coffee you can drink, the occasional foodie Friday or tasty Tuesday and a dynamic vibrant workplace!
The Job:
- 37.5 hours per working week
- Office based role in Shaftesbury with free parking
The company’s ethos is one of sustainability and responsible investing; acting with the utmost degree of integrity and professionalism at all times.
Wessex Investment Management is a “Living Wage Employer” a member of The Organisation for Responsible Businesses and a signatory to the United Nation’s Principles for Responsible Investing.
If you want to know more contact Lisa Bailey via email [email protected] or on 01747 859411
WESSEX INVESTMENT MANAGEMENT
The Wincombe Centre, Wincombe Business Park, Shaftesbury, SP7 9QJ
