RemotevilleRemote Business Growth Coordinator Job in UK Succession Wealth
Business Growth Coordinator Succession Wealth
£ -
Analytical SkillsGrief CounselingMicrosoft OutlookMicrosoft PowerpointOffice AdministrationOrganization SkillsPresentationsSuccession Planning
Entry-level/graduate - Mid-level (3-4 years)
UK
Our teams of independent Wealth Planners deliver high-quality advice to thousands of clients across the UK.
625+ employees
Financial Services
Open for applications
Role
Who you are
- Some knowledge of the Wealth Management Industry preferred.
- Eagerness to learn develop and grow within the team.
- Excellent interpersonal skills and ability to communicate effectively.
- Strong organizational skills to manage customer information and team interactions.
- Proactive ownership and initiative in managing work and time.
- Proficient IT skills in Microsoft Office especially Excel Word and Outlook.
What the job involves
- Prioritising sorting and ordering leads for distribution to Wealth Planners.
- Assisting in tracking leads and communicating outcomes to the Business Growth Analyst.
- Supporting in the creation and delivery of PowerPoint presentations for data communication.
- Engaging actively in daily workloads alongside Business Growth Coordinators.
Company
Company mission
To provide tailored, high-quality financial planning services that empower clients to achieve financial security and independence.Company benefits
- 25 days annual leave increasing with service
- Additional days for Christmas closure
- Excellent pension scheme
- Agile and family friendly working arrangements
- Company sick pay
- Enhanced maternity paternity and adoption pay
- Up to 40% discount on Aviva Insurance products
- £450 towards home office equipment
- Group Life Assurance Scheme 8x salary
- Access to Benefit Hub discounts
- Various health benefits
- Support with cost of professional exams
- Charity Days
- Company Events
Company values
- Client-focused
- Relationship building
- Professionalism
- Continuous learning