Wealth Management Specialist Support

Job role:

Wealth Management Specialist Support

Reports to:

Client Support Team Manager

Location

Leeds

Package

£22,500 - £25,000 (up to £28kOTE) depending on experience plus benefits package

Hours of work

37.5 hours per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role.

About the Role

Overview

To provide first line support to our team of consultants, Financial Planners and customers. To manage the pipeline of applications and ensure business is completed quickly and efficiently.

Key Outputs

• To generate new business opportunities through a combination of inbound and outbound calls
• Discussing customer's pensions to understand if our service would be suitable
• Making live transfers or booking future appointments for the Wealth Management Guidance Team
• Working towards productivity and conversion KPI's
• To provide professional and efficient administrative support to the Wealth Management Team
• Preparing new business applications
• Liaising with team members to pick up ad hoc tasks, i.e. re-arranging appointments, responding to customer queries, etc.
• Updating Customer records following every interaction
• Managing pipeline to ensure that customers are kept updated throughout their experience
• Updating Customer records following every interaction
• Adhering to Anti?-?Money Laundering, customer validation and DPA requirements/guidelines at all times
• Providing efficient and timely support to both consultants and planners to support the growth of the business and improve conversion
• Other ad?-?hoc duties as and when required by the business

About us

Not your typical financial services firm…

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world?-?class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in?-?house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.

Our Values:

Customer first

• Be Respectful - Treat customers and colleagues at all levels with dignity and respect.
• Show awareness - Be aware of how your actions and behaviours affect customers, colleagues and the business.
• Go Above & Beyond - Always aim to exceed expectations, giving your very best to every customer and colleague.

Raise the bar

• Embrace Change - Treat change as an opportunity to improve, welcoming new ideas and ways of working.
• Commit to Development - Take responsibility for your personal development and that of the business.
• Be Proud & Lead By Example - Take pride in yourself and your work, acting as a positive role model for others.

Do the right thing

• Be Accountable - Take responsibility for your actions and learn from any mistakes.
• Keep Your Promises - Do what you say you’ll do, when you say you’ll do it.
• Be Courageous & Honest - Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.

Win together

• Collaborate & Share - Be generous with your time and ideas, working with and for the wider team.
• Appreciate others -Recognise the contribution made by every colleague to the success of our business.
• Focus on Solutions - Show resilience and determination, focusing on the solution not the problem.

The person

:Overview:

An enthusiastic and highly organised individual with great attention to detail. The ability to apply a methodical approach to tasks, particularly when working to deadlines or under pressure.

Able to work as part of a team, keen to lend a hand and help colleagues when and where necessary.

Strong communication skills are essential - providing clear and accurate updated to both colleagues and customers.

Motivated to provide a high level of customer service to help ensure our customers have the best experience.

Skills and knowledge:

Essential

• Ability to work within a team environment and on own initiative.
• You will be able to hit the ground running and integrate with the team quickly as this role will be one of the key customer contact points to ensuring the success of the business.

Desirable

• Previous inbound / outbound telephone experience
• Evidence of performing to targets
• Previous pension administration experience
• Experience working within Financial Services across a broad spectrum of business areas
• Diary management experience

Qualifications:

General education

• GCSE A-C or equivalent in Maths and English

Financial services qualifications

• CII exams are desirable but not mandatory.
• Full support will be provided should the candidate wish to enhance their learning/knowledge career further to progress to a paraplanner or financial planner.