WILLDAY WEALTH MANAGEMENT Salary
Rating of the company
0 ratings
5 reviews
Leicester
UNIT 1 DUNS LANE LEICESTER LE3 5LX ENGLAND
TIN:
08139535
Finance and Insurance

Earnings on positions in WILLDAY WEALTH MANAGEMENT

Earnings on positions in WILLDAY WEALTH MANAGEMENT

Average salary in this position
Average salary in this position in the country
senior paraplanner
3541 £
-5%
3395 £

National average salary

2950 £

Average salary in this company

3541 £

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