Working within one of the largest and most successful wealth management practices in the East Midlands, you will be given the support and opportunity to progress your career in a structured and rewarding manner. The business has recently invested significantly in a new office building, meaning the successful candidate will benefit from a genuinely outstanding working environment to help them to excel.
The dual role will consist of working alongside our Wealth Manager/ Advisers to assist them in delivering a first class, professional client service (75%). The other main element will be acting as a day to day team leader responsible for managing a small team of PA/ Administrators (25%).
This challenging role requires a high level of organisational skill to prioritise and coordinate workload activities, whilst offering support to Advisers and fellow members of the Administration team.
The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn, will be a major benefit to the successful applicant. Previous managerial experience in a similar role would be advantageous.
Following initial training, the successful applicant will become the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner. Likewise, as team leader, the successful applicant must be able to demonstrate exceptional communication skills and be able to motivate and encourage development within members of their team.
As part of the team leader role, the successful applicant will be responsible for monitoring activity and performance of the team, whilst also ensuring the highest standards of professionalism are maintained. Feedback will be provided to the team trough regular 121 appraisals held by the team leader.
You will form part of the company leadership team and will attend regular management meetings to report progress to the other senior members of the Practice.
The successful candidate will be given the opportunity to develop and grow within the role, training will be provided with the backing of a FTSE 100 company. Full support will be provided for those candidates wishing to study for professional qualifications and begin a long-term, successful career within wealth management.
Key Experience & Skills
In addition to a generous basic package (negotiable), there are other discretionary bonuses linked to personal progression, personal performance and overall practice performance. There is much scope for progression which would reward a candidate looking to develop their long-term financial services career.
To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)