TOWER HOUSE WEALTH MANAGEMENT Salary
GROUND FLOOR 3 WELLBROOK COURT GIRTON CAMBRIDGE CB3 0NA UNITED KINGDOM
TIN: 03103550
TOWER HOUSE WEALTH MANAGEMENT
Earnings on positions in TOWER HOUSE WEALTH MANAGEMENT
TOWER HOUSE WEALTH MANAGEMENT is looking for employees for positions:
practice manager
Software
- salesforce
- microsoft Office
Job position
- practice manager
Responsibility
- provide high level technical and administrative support to the Advisers/ Paraplanners and Administrators
- deal effectively with queries from clients and other parties through effective communication
- be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate
- ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes
- provide technical support and training to new/junior staff joining the practice
- manage holiday bookings for team members
- ensure that files are complete with all required client identification documentation and necessary application forms
- process complex applications accurately and record the required management information
Requirements
- senior administration experience of working within an SJP practice or investment/wealth management environment practice
- excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
- team leader experience in terms of training, recruitment and onboarding
- experience of managing workflow, systems and procedures
- strong attention to detail
- knowledge of relevant regulation and legislation
- manages time effectively with the ability to multi-task
- keeps calm when faced with conflicting demands and handles these effectively
Earnings on positions in TOWER HOUSE WEALTH MANAGEMENT
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2916 £