Applications for this role are now closed.
About the employer
Anglian Wealth Management is a member of the successful St. James's Place Partnership, the sole advisory channel for the St. James's Place Wealth Management Group. With advice guaranteed and the ‘Best of Breed’ approach to both products and services, I can ensure that a high standard of advice is consistently provided to clients across Norwich, Norfolk and East Anglia.
Monday to Friday, 9.00am - 5.00pm with 1 - hour lunch. Total hours per week: 35.00
Possible start date
07 Jun 2021
Minimum of 5 GCSE's 4/C, equivalent and above including English and maths.
You will be working as part of the customer service team, this is a small team at Anglian Wealth Management, which means that you will make a difference when working with us. There is a strong team ethic, and everyone works together to look after our clients.
Working as part of a team to support the Financial Planning Partners with providing back office support where required.
Key duties and responsibilities include
- Contacting clients
- Diary management
- Liaising with prospective clients
- To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
- Dealing with incoming calls in a professional manner
- Accurately recording client data and updating records following meetings
- Diary and task management using CRM systems
The closing date for this job offer is on 23/05/2021
This job is located in Norwich
More Information and How to Apply
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