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Wealth Management Customer Services

  • Salary: £18000 - £22000 per annum
  • Location: Bath, Somerset
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    26 Sep 2019
  • Job reference: 33324

I am currently working with a client who has been awarded one of the best financial planning practices in the UK and they are looking for a customer service individual to join their team in Bath.

They are looking for an individual who isn't scared of picking up the phone and talking to high net worth individuals who have millions to invest as you'll be calling warm leads which have come into the business and discussing their requirements. You'll then discuss what the company does and then booking them in with a relevant Financial Adviser, you'll work in a small team of individuals who aren't targeted on standard KPIS - this role is about having fun and learning on the way, this role is completely driven by quality and you'll have all training provided.

This is a great time to join as this role will allow you to grow into paraplanning and advisory yourself as they'll support you through your Diploma in Financial Planning.

To be successful you must have previous experience working within a telephone based role and be able to communicate effectively at all levels. Experience within financial services is desirable.
What's in it for you?

Salary is between £18,000 to £22,000 and they are looking for an individual to start as soon as possible, you'll also benefit from a full employee benefits package and have shares on joining the organisation.

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