We’re Looking For An Administrator

We’re looking for a motivated individual to join the Expert Wealth family!

You will be working for an Independently owned Wealth Management Company working as part of a small team to provide administrative support to the Client Relationship Managers (CRMs) who are responsible for looking after our clients.

As Administrator you will be providing high quality administrative support within a team and ensuring complete and accurate records are maintained. We are a company who pride ourselves on providing the most exceptional levels of service to their clients.

Job Description

  • Provide an efficient, friendly and professional point of contact for clients and enquiries by phone, email and in person
  • Responsible for client meeting preparation and overseeing the internal diary system
  • Obtain illustrations, information and valuations from product providers as requested within the agreed timeframe
  • Ensure back office systems are kept up to date with correct policy and client information
  • Chase track and liaise with providers regarding new business submitted and keep accurate records of progress
  • Work collaboratively with external Paraplanners and colleagues to ensure work in progress is completed in a timely fashion, so that clients always receive a high standard of advice and care from the company
  • Maintaining client portfolios
  • Maintaining activity and tasks within Intelligent Office
  • Handling Post/Scanning/Filing

We are looking for candidates preferably with experience working in financial services, or with an interest in a career in the financial services profession.
The successful candidate will have/be:

  • Education to a minimum of A Level or relevant experience considered
  • Intermediate level of I.T literacy – Microsoft Office
  • Experience with Intelligent Office would be useful but full training will be provided
  • Numerate – able and comfortable working with numbers
  • Excellent communication skills both written and verbal
  • A warm and professional telephone manner
  • High level of accuracy and meticulous attention to detail
  • Ability to work on own initiative and as part of a team

This is a family orientated business with an excellent working environment and culture.
We are offering the following to the successful candidate:

  • Salary £20-22k dependent on experience plus discretionary incentive bonus
  • The opportunity to take examinations and progress within the company.
  • The potential for flexible working
  • 20 days holiday (plus bank holidays) in addition the company is closed between Christmas Eve and New Year and these days are awarded as additional days holiday
  • A full pension package

If you are interested in joining the EWM Team, please submit a current C.V along with a cover letter in support of your application to:

NO AGENCIES -Thank you

Marcus

About the Author

Marcus started work in financial services in 2016 and prior to joining the profession, was based in Uganda for a few years, working for a small environmentally-focussed NGO. Outside of work he enjoys spending weekends exploring the Cotswolds with his partner Niamh and their dog. Read more from Marcus...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
Let me say that we are really pleased with your approach and advice. We particularly enjoy your "finance is just part of your life" philosophy, as I know that what you offer and what we buy are different. We are buying reassurance, big time (because finance is part of our lives and we only have one life). You offer your expertise, organisation, attention to detail, interpersonal skills and methodology. You are giving us reassurance, so thank you! C.L. (Oxford)

Expert Opinion…

Our 2019 Annual Investment Report

Marcus, February 19th, 2020

We couldn’t agree more with Paul Samuelson that an investment portfolio should aim for steady growth rather than taking risks for the chance of making gains, however exciting or tempting that may be. 2019 saw a continued trend for the UK retail market to adopt the same approach, with net outflows from active funds of £3.1bn and net inflows to passive funds of £21.5bn for the year to date at the end of October.

Read More
Taking small steps towards a more sustainable world

Dominic, February 4th, 2020

It does feel as if the world is at an inflection point: step up to the challenges of global warming and other non-sustainable pressures on the Earth’s resources today or let our children and grandchildren reap the havoc of the melting ice caps; sea water level rises; deforestation and a decline in biodiversity; desertification and the potential social and migratory upheaval that will accompany it.

Read More
Bricks and mortar property fund suspensions. Again? Really?

Jonathan, January 6th, 2020

‘Its déjà vu all over again!’ Yogi Berra, famous baseball coach and part-time philosopher The recent announcement by M&G that it had taken the decision to suspend redemptions on its £2.5bn M&G Property Portfolio – after suffering ‘unusually high and sustained outflows’ estimated at £1bn over the past 12 months – is […]

Read More
T: 01993 772467      E: advice@expertwealth.co.uk

Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN


Your Protection: In the unlikely event of your ever having a complaint which we have not been able to resolve amicably, you have recourse to the Financial Ombudsman Service (FOS). This is an independent body which will investigate complaints at no cost to you.  The FOS website is www.financial-ombudsman.org.uk.