We currently have a vacancies for:

CORPORATE SERVICES TRAINEE ADVISER

Location: Norwich

Salary: Negotiable depending on skills and experience

Hours: 37.5 hrs working week, Monday – Friday 08:30 -17:00 (1 hour Lunch)

Contract: Permanent contract with 6 month probation period

SG Corporate Services, the Workplace Pension and Employee Benefit department of SG Wealth Management, is a dedicated financial adviser to businesses around the UK. We provide our clients with a complete solution for implementing new and maintain existing Workplace Pensions and Employee Benefits.

Team fit is as important to us as skillset and we would like someone to us for a career, and not just a job. The individual will need to be able to demonstrate strong values not just to our clients, but to their employees too.

We have been working hard to build up our client base and now have the capacity to take on an additional member of the Corporate Services team in our Norwich office.

This is a new role which will have a two phased development plan to the role, so would therefore suit someone who already has excellent administrative skills and basic understanding of Workplace Pensions and Employee Benefits, who is looking to become an Advisor with training and development to allow them to in providing a high quality service and advice to Corporate Services Clients, relating to Workplace Pensions and Employee Benefits and increase the company’s market share from established & new clients.

To further expand the existing Corporate Services Team. The first phase of the role will provide support by assisting the existing Senior Administrator and Corporate Services Director.

In phase one of the role:  The role holder would report to the Corporate Services Director, whilst working closely with both of the Senior Corporate Services Support and the Corporate Services Director to gain experience, knowledge and a better understanding of the role and the technical aspects of the Workplace Pension and Employee Benefit industry. This will include undertaking administrative functions and a support role to assist the team and aid your development. The successful applicant will be a strong team member with a sound and positive team spirit, endorsing the values of the company values and our client’s company values.  The main objective for the initial period will be to support and learn the day to day role of a Corporate Adviser and to fully understand our services, proposition and the employee benefit market.

The candidate will then progress into the second phase of the role, working towards becoming a Corporate Services Adviser assuming capability, aptitude, and qualifications are obtained.

The successful applicant, will learn during the second phase how to be comfortable to deal with both internal and external queries from all levels (CEOs to employees), build professional working relationships with clients, prospects, providers and introducers, via the telephone, email and face to face.   To remain client focused at all times and ensure all client information is accurate and maintained.

Following this training period of approximately 2-3 years, the role’s purpose is to provide support to the Corporate Services Director in providing a high quality service and advice to Corporate Services Clients, relating to Workplace Pensions and Employee Benefits.

A strong applicant will have the desire during the training period to challenge existing processes and make recommendations through presentations and implement improvements to processes where necessary, clearly explaining the justifications for this.  Fully accountable and self-reliant in all work and be able to produce accurate work at all times with minimum input from others, whilst taking full ownership and responsibility

Please see Job Description for more details.

SENIOR / CLIENT SERVICES SUPPORT (ADMINISTRATOR)

Location: Ipswich

Salary: £19 - £27k Negotiable (depending on skills and experience)

Hours: 37.5 hrs working week, Monday – Friday 08:30 -17:00 (1 hour Lunch)

Contract: Permanent contract with 6 month probation period

The role is offered as either a senior or non-senior position depending on the skills and experience you can bring to it. You will be joining a reputable business with competitive basic salary and excellent benefits. We have been working hard to build up our client base and have been very successful in doing so, even through this pandemic, and now have the capacity to take on an additional Client Services Support (Administrator) who has an excellent Financial Services background / understanding in our Ipswich office. The role is to support the designated Wealth Manager(s) in their capacity to provide holistic Financial Planning Advice, whilst meeting their administrative needs.

You will provide first class administration and support, ensuring the completion of work is wholly accurate, and timely whilst ensuring the service our clients receive is exemplary. To maintain client records, ensuring they are accurate and up to date. Build excellent working relationships with clients, prospects, introducers and platform providers whilst often being the first port of call for clients, particularly when Wealth Manager is not available.

We are looking for a proactive individual, who has the passion and drive to succeed in a fast paced, professional Financial Services environment, has excellent understanding or experience of working in a Financial Services back office function. It is important you can work independently, with little supervision and be part of a client services team.

Skills and experience required:

  • Self-motivated, accountable and committed with excellent team player skills.
  • Strong communication skills both written and verbal
  • Excellent interpersonal skills with the ability to build and maintain both internal and external professional working relationships
  • Good team player with the ability to work on own without constant supervision.
  • Has good understanding of a Client Services environment including dealing with Administrative complex cases
  • Experience of working in a client services support role in a financial environment (Advantageous)
  • Strong organisational, prioritisation and delegation skills with good time management and flexibility in work approach
  • Highly numerate with excellent problem-solving skills and consistently solutions focussed
  • Strong team player, fostering strong working relationships across teams and other departments
  • High quality of both written and spoken English
  • Excellent IT skills, particularly in Excel, Word, Outlook and PowerPoint.
  • Good working knowledge and experience of using Intelliflo Office system (Advantageous)

Please see Job Description for Senior Client Services and Job Description - Client Services Support for more details.

All CVs submitted with be treated with the strictest confidence and only shared with the relevant manager, and Data Protection Guidelines will be adhered to with regards to your personal information.

How to apply

Please send your CV and covering letter - noting which positions you have experience in, and whether it is the Norwich or Ipswich office you want to be considered for - to careers@sgwealthmanagement.co.uk