EXPERT WEALTH MANAGEMENT in Witney Salary
WEST WING THE OLD DAIRY HIGH COGGES FARM WITNEY OX29 6UN ENGLAND
TIN: 07746672
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Earnings on positions in EXPERT WEALTH MANAGEMENT
EXPERT WEALTH MANAGEMENT is looking for employees for positions:
client manager
Working hours
- full-time | Permanent
Salary
- salary
Responsibility
- manage all stages of clients’ financial planning journey
- build and nurture client and provider relationships to ensure a high quality and personalised service delivery
- liaise with the financial planners to assist diary management and to ensure work is completed on time
- liaise between the financial planners and outsourced service providers to ensure delivery of all aspects of the client experience
- identify, manage and take personal responsibility for all non-client facing or technical work
- to provide a comprehensive administration service for clients and financial planners with agreed timescales and standards and to manage the financial planner's workflow during the financial planning process
- prepare client reports and correspondence to agreed standards and within agreed timescales
- organise and prepare information, forms and other requirements for client meetings
Requirements
- excellent interpersonal skills
- smart and presentable
- ability to work in a small close knit team
- excellent verbal and written communication skills
- proactive, willing to continue to develop, enthusiastic
- highly organised, methodical, disciplined, and meticulous
- able to prioritise
- computer literate