The Role:

The role is to support the private client department on a day-to-day basis and will involve administration, client contact and liaising with support departments.

Key responsibilities:

•  Day-to-day desk support
•  Managing and assigning all incoming leads and enquires
•  Online support
•  Signing clients up to the online system
•  Promoting online to existing clients
•  Managing client incentives and gifting
•  Sending out literature and account opening letters
•  Monthly desk stats
•  Managing and updating source information
•  Liaising with support departments to ensure smooth running and communication
•  Assisting with marketing to new and existing clients
•  Contacting clients that haven’t completed the compliance process
•  Ensuring payments are not held up
•  Managing the payment confirmation process
•  General admin

Skills and experience required:

• Excellent organisational and communication skills
• Accuracy and attention to detail
• Excellent telephone manner
• Office admin experience desirable but not required
• A motivated, self starter
• Personable and good with people

Remuneration package:

Basic salary £21-23,000 per annum excellent benefits package including company pension scheme and health cover.

To apply:

Please send a covering letter together with your CV to recruitment@worldfirst.com