OCM WEALTH MANAGEMENT  Salary

Rating of the company
ST CLAIR HOUSE OLD BEDFORD ROAD NORTHAMPTON NN4 7AA ENGLAND
  http://www.ocmwealthmanagement.co.uk
TIN: 05039809
 Finance and Insurance
Rating of the company

OCM WEALTH MANAGEMENT
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Earnings on positions in OCM WEALTH MANAGEMENT

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OCM WEALTH MANAGEMENT is looking for employees for positions:

account manager

  • account manager
  • senior account manager
  • account manager
  • operations manager
  • senior paraplanner

Working hours

  • full-time | Permanent

Language

  • english

Education

  • A-Level or equivalent

Requirements

  • quality - Driven individual, able to work well as part of a team and in high pressure situations
  • communication - Able to communicate with colleagues, providers, and clients alike, in a confident and professional manner
  • genuine interest in working in the financial services industry, preferably in the Financial Advice sector
  • able to communicate with colleagues, providers and clients alike, in a confident and professional manner
  • organisation – Strong organisational skills are integral to this role as you will be supporting a Wealth
  • ability to learn quickly and on the job
  • manager with a dual role in the Senior Management Team
  • previous experience using Intelligent Office is desirable

Responsibility

  • job Title: Personal Account Manager
  • reporting To: Head of Client Services / Operations Supervisor
  • regularly updating clients on their requests or any work that is being undertaken on their behalf
  • any other tasks as required for the smooth running of the team
  • general admin duties including printing, scanning, filing and sending letters to clients and providers
  • sending LOAs to providers and following up on this to ensure we have information on client’s policies, summarising the information in a succinct and accurate manner for the advisers to review
  • preparing online account opening documents as required to send to providers
  • liaising with providers on new business/activity updates which will then be communicated to the client via telephone or email as required

Earnings on positions in OCM WEALTH MANAGEMENT

Average salary in this position
Average salary in this position in the country
account manager
1833 £
51%
2763 £

National average salary

2950 £

Average salary in this company

1858 £