MD WEALTH MANAGEMENT Salary
2 THE STREET LONG STRATTON NORWICH NR15 2XG ENGLAND
TIN: 13223548
MD WEALTH MANAGEMENT
Earnings on positions in MD WEALTH MANAGEMENT
MD WEALTH MANAGEMENT is looking for employees for positions:
administrator
Working hours
- full-time
Language
- english
Requirements
- GCSE or equivalent Maths Essential
- communication skills, IT skills, Attention to detail, Customer care skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Initiative
- other Degree Desired
- as well as on the job training, you will complete the Level 4 Paraplanner Apprenticeship standard
Responsibility
- in charge of running the office, opening on time and making sure the office is presentable
- respond to and follow up all client enquiries in a timely, professional manner
- proofreading communications, document creation, producing meeting packs, presentations and reports
- diary management for Advisors, including client appointment booking
- implement and continuously review the efficacy of all office processes to ensure the business runs in a compliant, client-centric and profitable way
- qualifying all leads to ensure Advisers have the best possible information before making client contact
- maintain and oversee all areas of the client management process ensuring client service and review meetings are achieved in line with St. James’s Place requirements
- act as the first point of contact for clients, third party providers and St. James’s Place via by post, email, virtual meetings and telephone