Earnings on positions in WILLDAY WEALTH MANAGEMENT
WILLDAY WEALTH MANAGEMENT is looking for employees for positions:
office administrator
Working hours
full-time
Salary
salary
Responsibility
perform data entry tasks accurately and efficiently
answer and direct phone calls with professional phone etiquette
maintain office organization and cleanliness
assist with clerical tasks such as filing, photocopying, and scanning documents
utilize Google Suite applications for various office tasks
Requirements
proficient in data entry and typing skills
excellent phone etiquette and communication skills
strong organizational skills with attention to detail
familiarity with office equipment and procedures
proficiency in using Google Suite applications
ability to prioritize tasks and work independently
administrative: 2 years
financial services administrator
Working hours
full-time
Responsibility
we are recruiting for a Financial Services Administrators to join our Wealth Management Teams in Leicester
develop and maintain good working relations with all clients
plan, organise and prioritise workload to be completed within agreed service standards
regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
work closely with the consultants to support and ensure clients' needs are met
the role is fundamental to the success of Willday Wealth Management, and as a Financial Services Administrator, you will be responsible for providing excellent customer service and administrative support
work closely with colleagues in the team and make an active contribution to the section/business unit
Salary
salary
Requirements
minimum 1 years' experience in a similar role
excellent customer service skills and attention to detail
ability to proactively manage client affairs in a prompt and efficient manner
have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
administrative: 1 year
have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
be honest and resilient, with the ability to resolve issues sooner rather than later
mortgage adviser
Working hours
full-time | Part-time | Permanent
Language
english
Salary
salary
Education
GCSE or equivalent
Requirements
mortgage Advice: 2 years
marketing executive
Working hours
part-time | Permanent
Salary
salary
Education
bachelor's
Requirements
digital marketing: 1 year
marketing: 1 year
paraplanner
Requirements
proven experience in an office environment, preferably within financial services
strong analytical skills to assess complex financial information
proficiency in IT tools, particularly Word and Excel
excellent time management skills to meet deadlines effectively
organisational skills to handle multiple tasks simultaneously
ability to write detailed reports accurately
financial services: 1 year
senior paraplanner
Responsibility
answering the phones in the office
chasing providers for outstanding information if required
chasing clients for outstanding information if required
keeping the FCA Daybook up to date once cases are complete
analyse existing policy arrangements after LOA info is received
complete portfolio overviews for advisers based on the LOA info
producing Defaqto risk reports, natural and agreed risk
producing FE analytics fund research
Requirements
parraplanning: 10 years
Earnings on positions in WILLDAY WEALTH MANAGEMENT