WILLDAY WEALTH MANAGEMENT Salary
Rating of the company
0 ratings
5 reviews
Leicester
UNIT 1 DUNS LANE LEICESTER LE3 5LX ENGLAND

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

Average salary in this position
Average salary in this position in the country
senior paraplanner
3541 £
-5%
3371 £

National average salary

2950 £

Average salary in this company

3541 £