LHP WEALTH MANAGEMENT Salary
LLYS DERI PARC PENSARN CARMARTHEN SA31 2NF UNITED KINGDOM
TIN: 12719494
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Earnings on positions in LHP WEALTH MANAGEMENT
LHP WEALTH MANAGEMENT is looking for employees for positions:
client administrator
Working hours
- full-time | Part-time
Requirements
- prepare and process paperwork and valuations for new and existing clients
- save and record accurate data on in the back-office system, and cashflow modelling tool
- highly organised, detailed, and accurate
- organise and assist with meetings, seminars, and training events
- strong client communication, this will be face to face, over the phone and by email
- liaise with the accountants, product providers, and other parties
- essential part of the client journey, onboarding new and existing clients. You will be client focused, service is essential. You will go above and beyond for a client outcome to ensure they are happy
- high standard of numerical skills