Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)
About us
We are looking for a number of people to join our Dynamic Team as a Client Services Administrator and be part of our Multi-Award-Winning
Company!
Are you passionate about delivering operational excellence and believe in putting the customer at the heart of everything you do? At Wealthtime, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity,
Nurture Each Other, and Simply Get Going—guide us in our journey.
With new ownership since 2021 and substantial investments of over £17m into the business, Wealthtime is on an exciting growth trajectory. As one of our valued Client Services Specialists, you will play a vital role in our continued success. Join our team of around 350 dedicated employees and become part of a company that is making waves in the industry.
About the role

• Master Operational Excellence: Be the orchestrator of success, handling high volumes of instructions with seamless grace, all while delivering customer service that's second to none.
• Foster Unbreakable Bonds: Use your detail-oriented approach to create lasting relationships with Financial Adviser firms. Your excellence won't just be a commitment; it'll be a statement.
• Be the Vanguard of Our Reputation: Your invaluable contributions will elevate Novia as a beacon of quality in the financial sector.
• Be the Spine of Adviser Administration: Support our partners on the Novia platform, providing a stable backbone for all their needs.
• Craft Customer Connections: Forge trust and confidence with Financial Advisers and clients. With you, they're not just customers; they're partners.
• Orchestrate New Investments: Let your precision shine as you navigate complex tasks with finesse and meticulous care.
• Be the Face of Customer Commitment: Provide unmatched service that's so exceptional, clients won't just stay; they'll insist on coming back.
• Champion Quality Assurance: Oversee the flawless completion of all processing. No task too small; no detail overlooked.
• Excel in Communication: Go beyond the emails and calls to truly understand needs and find solutions that resonate.
• Uphold the Gold Standard: Adhere to all regulations, ensuring we meet and exceed the expectations of the Financial Conduct Authority (FCA).
• Foster Team Synergy: Embrace collaboration, unlocking synergies across teams, departments, and the entire company.
• Lead Continuous Improvement: Be the change-maker, introducing innovations that elevate efficiency and accuracy.
• Ensure Compliance with SLAs: Act as the guardian of our commitments, keeping everything aligned with Service Level Agreements.

About you (what we’re looking for)
If you thrive in a fast-paced environment, effortlessly meet tight deadlines, and possess strong attention to detail, you're the perfect fit for our team. As an excellent communicator, you'll utilise your proficiency in
Microsoft Office applications. A positive can-do attitude and a keen interest in the financial service industry will set you apart.
Essential:

• Tech-savvy with a good understanding of Microsoft Office applications.
• Office administration and or operational processing experience.
• Excellent communication skills, both in writing and speaking.
• Proactive teamwork and individual initiative.

Desirable:

• 1-2 years’ experience working within financial services.
• Familiarity with Wrap platform
• Financial services qualifications (e.g., IOC or CII).
• Insight into trading or Model Portfolios

Rewards and Benefits

• Enjoy the best of both worlds with our hybrid working arrangement, providing you with the freedom to work from home and collaborate in our vibrant Bath office.
• Benefit from a competitive salary package, including an annual discretionary bonus, as a reward for your hard work and dedication.
• Take advantage of our generous holiday allowance of 34 days per calendar year, including inclusive bank holidays, giving you the flexibility to enjoy these days off or work them if you prefer.
• Additionally, we offer the flexibility to buy or sell up to 5 additional days, allowing you to tailor your holiday entitlement to suit your needs.
• Embrace a culture that values your wellbeing with a dedicated wellbeing day to use as you choose, such as on your birthday or for some pampering.
• Unlock your potential through supported professional development, where we encourage and nurture your growth.
• Rest easy with our comprehensive benefits package, including Private Medical, Income Protection, Life Assurance, and a Group Contributory Pension scheme.
• We believe in giving back, and our Wealthtime Foundation Day supports charitable activities to make a positive impact in our communities.
• Experience our lively company culture, filled with rewards, incentives, remote team socials, and fun quizzes that make every day at Wealthtime an enjoyable one..

Wealthtime is an equal opportunities employer who values a diverse and inclusive workplace. We recognise that people work in different ways, and we value alternative viewpoints, celebrate individuality, and foster a culture where everyone can bring their true self to work. We are committed to creating a diverse workforce. we accept applications from everyone regardless of your background, beliefs, culture, gender identity, ethnicity, sexual orientation, disabilities, and long-term health conditions.
Job Type: Full-time
Pay: £23,400.00-£27,400.00 per year
Benefits:

• Company pension
• Cycle to work scheme
• Employee discount
• Enhanced maternity leave
• Health & wellbeing programme
• Life insurance
• Private medical insurance
• Sick pay

Ability to commute/relocate:

• Bath: reliably commute or plan to relocate before starting work (required)

Experience:

• Financial services: 1 year (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person