United States onlyAt Wealth Wizards our vision is a future where everybody in society has access to financial advice and guidance. Our Software as a Service (SaaS) platform provides engaging digital experiences for consumers and powerful tools for financial advisers.
We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.
We welcome individuals from all walks of life and strive to build a culture where all voices are heard, differences are embraced, and everyone has equal access to opportunities. We encourage applications from individuals of all races, ethnicities, genders, sexual orientations, ages, abilities, and backgrounds.
If you require any reasonable adjustments to be made during the application or interview process, please let us know, and we will be happy to help.
About the Role
The purpose of this role is to provide outstanding customer service and admin to our Clients. The role requires strong back-office administration skills with customer service being delivered in an upbeat tone of voice which reflects our modern ‘can do’ culture.
Responsibilities:
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.
Responsibilities:
- Proactively manage PAT and Client Services inboxes
- Direct contact with Product Providers to fact find, chase LOA information and charge forms along with resolve queries to ensure timely delivery of our services and SLAs
- Provide Admin Support to the Personal Advice Team using our Internal process and systems
- Keeping clients up to date on the progress on their service case
- Escalation of queries received and any activity where there is doubt about the resolution
- Adhere to all process and procedures and highlight any flaws or issues
- Implement our clients advice on third party systems
- Ensuring that the FCA requirements are fully adhered to (customer and business records, file maintenance, terms of business, key facts documents)
- Ensure that all telephone calls and emails to the company are handled appropriately
- Handle administration of all incoming post
- MyEva Employer Data to include joiners, leavers and update any relevant inhouse systems
- Process all Annual Review invitations/cases on Intelligent Office
- Adhere to all Information Security policies and procedures
About You
Skills:
- Demonstrate Wealth Wizards core values (PEARH)
- Exceptional attention to detail and accuracy
- Strong administrative skills
- Excellent organisation/time management skills
- Able to communicate and/or present credibly and effectively at all levels
- Capable of managing change
- Good standard of IT literacy
- Ability to learn new IT systems as required
- Ability to use excel to a high standard eg VLOOKUP's
Experience:
- Understanding of Financial Services – preferably in the regulated financial advice sector
- Experience in a customer service environment, preferably in an internet based business
- Evidence of business administration and/or customer service activities undertaken
- Experience using Intelligent Office preferred but not essential
- Highly Competent in Excel
Our Benefits
- Flexible working
- We prioritise a sustainable work/life balance
- We have a collaborative learning culture that promotes psychological safety
- 25 days annual leave plus every bank holiday
- Company pension (up to 10% employer contribution)
- Company performance based Bonus scheme
- Paid day off to celebrate your birthday
- Additional holiday purchase (up to 5 days per year)
- Additional holidays for length of service (up to 3 days)
- Private medical insurance
- Dental and health cash plans
- Enhanced parental leave and pay
- Discounts on gym membership and health screening
- Employee assistance programme
- Life assurance of 4x basic salary
- £500 pension advice per year
- 6 paid days per year for self development
- £500 individual training budget per year
- Professional memberships funded
- Salary sacrifice car scheme
- Cycle, Home & Tech scheme
Please note: Candidates must be currently located in the UK and possess full rights to work in the UK. Unfortunately, we are unable to provide sponsorship or consider applications from individuals outside of the UK for this role.
United Kingdom
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