About WKM Wealth
Our goal is for our clients, friends and family to achieve financial freedom and create the ability to enjoy their lives. We are growing, dynamic, fun and successful independent wealth management firm of financial planners and investment managers. WKM embraces the best technology to deliver financial planning, with change in mind. This allows us to engage and communicate efficiently. The current team of nine are based in a modern office at Grove Park, Leicester.
About the role
We are recruiting for an administrator. The role will be diverse due to the small team and scope of business. It will involve supporting the Directors in conducting business, client communications, and general office administration. We are looking for an individual that has at least two years worth of experience in administration within a financial advisory business.
The role has excellent benefits, including a competitive salary, 30 days holiday, pension and private medical cover amongst other benefits.
Your experience and attributes
Experience of working in an office environment is essential to understand what makes a well-functioning and enjoyable place of work for all employees. At least two years of administration experience in financial advice is also required.
The following skills would be desirable:
· Proficient IT skills – ability to use a computer and various applications
· Microsoft application knowledge
· Willingness to take initiative to ‘get things done’
· Ability to work well in small teams
Ideally, finance industry knowledge would be beneficial but a positive attitude, willingness to learn and embed yourself in the company culture and future ambitions are as important.
Strong communication skills are essential, both oral and written. You must be willing to take appropriate qualifications and have exemplary levels of integrity and discretion. Other personal attributes that would suit the role are excellent time management alongside a calm mindset with the ability to think and deliver under pressure.
Your qualifications
We expect an individual in this role to have achieved a C or above in English & Maths at GCSE and educated to at least A-level or equivalent. Relevant financial planning qualifications are desirable but not essential. We will support ongoing learning through appropriate qualifications.
How to Apply
Apply directly or send your CV to following email address, or if you would like more information about the role, please contact us at [email protected]
Job Types: Full-time, Permanent
Pay: £26,800.00-£55,000.00 per year
Benefits:
- Company pension
- Life insurance
- Private medical insurance
Education:
- GCSE or equivalent (preferred)
Experience:
- Administrative: 2 years (required)
Language:
Work authorisation:
- United Kingdom (required)
Work Location: In person
