Wills & Trusts Wealth Management Group are an award-winning financial services group established in 1992, recently certified by Most Loved Workplace®, and awarded Top 100 ‘Best Places to Work’ by Professional Adviser. We are looking to recruit a Client Support Manager (Administrator)

Within the role you will play a crucial role supporting our team of Paraplanners and Financial Advisers in looking after our clients to give them first class service. Typical daily responsibilities will include:

• Provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person.
• Supporting the Technical, Financial Advisers and their own team in the implementation of new business and administration services for existing clients
• Administration processes in support of Will and Lasting Power of Attorney applications
• Keep the CRM system up to date

Our ideal applicant will have previous administration experience, ideally within a financial/professional services organisation, although we are open to considering applications from applicants outside the sector but have a passion for the industry.

You will be the sort of individual that always provides exceptional customer service, is highly organised and capable of paying attention to detail. Given the nature of the work the role entails it is important that you can follow step-by-step processes accurately but also meet deadlines to ensure we meet our client’s expectations.

Personal attributes

• Quality Focused: You take personal responsibility for the quality and timeliness of work, and you achieve results with minimal or no supervision. You stay focused on tasks despite distractions and interruptions. You will have an exceptional attention for detail.
• Embrace Change: You respond positively to change and have a resilient nature, embracing and using new practices or values to accomplish goals and solve problems.
• Effective Communicator: You will have an engaging manner, and excellent people/communication skills, with an ability to quickly build rapport.
• Planning and Organising: You will be a highly organised self-starter with the ability to manage your own time, priorities, and resources to achieve goals and the ability to remain calm under pressure.

• Competitive salary
• Study support packages
• 24 days holiday (increasing up to 30 days with length of service) plus bank holidays on top and additional holiday over the Christmas period
• Early finish on a Friday (3pm)
• Your birthday off work
• Paid volunteering days
• Paid free time days
• Cycle to work scheme
• Personal financial planning advice and much, much more

Whilst our ideal applicants will be available full-time (35hrs/wk), we are also open to receiving applications from part-time individuals who can commit to a minimum of 20 hours per week.

Wills and Trusts are an equal opportunities employer and welcome applications from all who believe they fit the essential requirements for this role regardless of their race, sex, disability, religion/belief, sexual orientation or age.