About the RoleThe purpose of this role is to provide outstanding customer service and administration to our Clients. The role requires strong back-office administration skills with customer service delivered in an upbeat tone of voice that reflects our modern “can do” culture.As a regulated business, much of this service needs to be carefully delivered to agreed compliance and service standards, and a fundamental part of the role is to maintain exemplary client and business records.ResponsibilitiesProactively manage PAT and Client Services inboxesDirect contact with Product Providers to fact-find, chase LOA information and charge forms, and resolve queries to ensure timely delivery of our services and SLAsProvide admin support to the Personal Advice Team using our internal processes and systemsKeep clients up to date on the progress of their service caseEscalate queries received and any activity where there is doubt about the resolutionAdhere to all process and procedures and highlight any flaws or issuesImplement clients’ advice on third-party systemsEnsure FCA requirements are fully adhered to (customer and business records, file maintenance, terms of business, key facts documents)Ensure all telephone calls and emails to the company are handled appropriatelyHandle administration of all incoming postMyEva employer data: include joiners, leavers and update any relevant internal systemsProcess all Annual Review invitations/cases on Intelligent OfficeAdhere to all Information Security policies and proceduresAbout YouSkillsDemonstrate Wealth Wizards core values (PEARH)Exceptional attention to detail and accuracyStrong administrative skillsExcellent organisation/time management skillsAble to communicate and/or present credibly and effectively at all levelsCapable of managing changeGood standard of IT literacyAbility to learn new IT systems as requiredAbility to use Excel to a high standard (e.g., VLOOKUPs)ExperienceUnderstanding of Financial Services—preferably in the regulated financial advice sectorExperience in a customer service environment, preferably in an internet-based businessEvidence of business administration and/or customer service activities undertakenExperience using Intelligent Office preferred but not essentialHighly competent in ExcelOur BenefitsFlexible workingSustainable work/life balanceCollaborative learning culture that promotes psychological safety25 days annual leave plus every bank holidayCompany pension (up to 10% employer contribution)Company performance based Bonus schemePaid day off to celebrate your birthdayAdditional holiday purchase (up to 5 days per year)Additional holidays for length of service (up to 3 days)Private medical insuranceDental and health cash plansEnhanced parental leave and payDiscounts on gym membership and health screeningEmployee assistance programmeLife assurance of 4x basic salary£500 pension advice per year6 paid days per year for self development£500 individual training budget per yearProfessional memberships fundedSalary sacrifice car schemeCycle, Home & Tech schemeAbout Wealth WizardsFounded in 2009, Wealth Wizards automates financial advice for the digital age. Our founding purpose is to make financial advice affordable and accessible to everyone, and this mission and ethos still drives the business forward.We provide a Software as a Service (SaaS) platform with engaging digital experiences for consumers and powerful tools for financial advisers. Today, we are one of the UK’s leading financial advice technology providers with a growing B2B customer base including wealth management, Tier-1 banks, pension providers and large insurers in the UK. Since March 2021 we have been owned by Royal London and we now have a key role to play in advancing their digital strategies.Eligibility noteCandidates must currently be located in the UK and possess full rights to work in the UK. Unfortunately, the company is unable to provide sponsorship or consider applications from individuals outside of the UK for this role.

Client Services Administrator

Emma

Requirements and responsibilities

Skills wanted:

Language(s) required:

Ben Hampton

Nicholas Mastrocinque

Tony Vail

About Wealth Wizards:

www.wealthwizards.com/

Admin access needed

Payment confirmed

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