Welcome to our current jobs section. Please take a look at the job specifications below and if you are interested in applying, please email your CV to Denise Adam at firstname.lastname@example.org. We look forward to hearing from you.
Our busy Wealth Management Department is looking to recruit a full-time Administrator. Duties include:
– Working with advisers, clients, providers and other third parties
– Standard research, illustrations and quotes
– Reviewing and maintaining existing arrangements
– Utilising relevant technological tools in researching client’s options
– Preparing client reviews
– Diarising events throughout the business cycle
– Ensuring that the back office system records are fully updated
The successful candidate will already have a minimum of 3 years current experience in financial services and preferably industry related qualifications. A good knowledge of the Intelliflo back-office system is also desirable.
The role involves helping advisers on a broad range of products so exposure to a variety of areas is highly desirable including pensions, investments, tax planning and protection. This role will suit a passionate and self-motivated individual, who can pick things up quickly, be eager, conscientious, have good time management skills, the ability to work under pressure, excellent written and verbal communication skills and have an eye for detail achieving a high degree of accuracy. It is absolutely imperative that the successful candidate has a solid understanding of the need for first class customer service.
We are offering an attractive competitive salary (dependent on experience).
If you feel you meet the requirements of this position, please email your CV to Denise Adam at email@example.com.
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A SAMPLE OF OUR PARTNERS…
My wife and I are now both retired and have relied on Wealthcare for guidance and advice on pensions, our investments and on a wide range of financial issues. We have never been failed and the advice has always been prompt, reliable, professional and, equally as important, explained in non financial jargon thereby making understanding so much simpler.Mr & Mrs Franks - Individual Clients
Both myself and my business partner Andrew have used Wealthcare for a number of years now and cannot recommend them highly enough. They've arranged plans which protect us in several areas including life insurance, critical injury and key man cover, Stephen also organised for a shareholders' agreement to be put in place for extra peace of mind.Sizzle Creative Agency Limited
It wasn’t hard to choose Wealthcare from the list of brokers eager to win our business. From the very start, they sought to understand our company’s particular needs and (importantly) how I choose to work. They listen and deliver. Available to discuss any query, they are friendly, easy to communicate with, responsive, and always looking to go the extra mile to meet our expectations. How could I do anything other than heartily recommend this excellent organisation.Timpson Limited
The Healthcare team have been a pleasure to deal with as they have made the process of sorting out and managing our PMI straightforward and simple. The Claims and Admin staff are very knowledgeable and will always go the extra mile.Hodgsons Chartered Accountants
Both Michelle and Rachael have been fantastic. Thank you from the bottom of my heart. I will always recommend you and your company, you have been nothing but supportive, professional, diligent and great fun.David Smith, Smith and Jones Management