Location: Derby - DE6
As a leading wealth management practice, our continued growth and expansion has created an opportunity to oversee the delivery of outstanding service to our clients. You will take a proactive approach to client servicing and take great pride in ensuring our clients receive the best, long-term financial advice from our team of outstanding Advisers/Wealth Managers.
The business has recently reinvested significantly into a new office building, meaning the successful candidate will benefit from a genuinely outstanding working environment to help them to excel.
You will be working alongside a number of Wealth Managers/Advisers to assist them in delivering a first class, professional client service. This challenging role will require a high level of communicational skill to prioritise and coordinate workload activities, whilst being the main conduit for client feedback.
Although not essential, an understanding of Financial Services, or the desire to learn, will be a benefit to the successful applicant to enable them to handle client requests knowledgeably. The successful applicant will be responsible for collecting and collating client feedback, presenting the data internally and then implementing actions to ensure we continue to deliver the best client proposition we can.
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.
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)