Tozers’ growing Wealth Management Team is looking for Team Assistant to support them in the management of their busy and varied workloads in Exeter.  You will be working with the whole team to provide a smooth onboarding service for our clients.

What you’ll be doing

We work hard to deliver excellent service to our clients.  You will be a crucial part of this by being one of the first points of contact for our clients or potential clients, in taking initial enquiries, opening files for our fee earners, assisting with routine dictations and processing identification checks. 

What we’re looking for

Anyone joining the Wealth Management Team will have our clients’ needs at the heart of everything they do.  You will be confident and friendly in communicating with our clients by phone, email, via Teams and face to face.  In addition, you will be organised, making sure that you meet deadlines and complete your work in a timely manner.

What you’ll have

We are open to candidates from a variety of backgrounds.  You may have recently completed your academic studies and are looking to build a challenging and rewarding career, or you may have experience gained from previous roles in a professional services firm. Whatever your background, you will be able to demonstrate to us that you are committed to delivering the best possible client care, that you are a team player with a ‘can-do’ attitude and will be happy to adapt to the requirements of the tasks facing you.  You will be able to take a calm and sympathetic approach to direct contact with clients and their families. 

We are looking for a team member who can demonstrate their initiative and problem-solving skills, who has attention to detail, and a willingness to work with the aim of achieving a common goal.   

You will also be able to balance a variety of responsibilities and be able to manage your time and workload efficiently.  An aptitude for maintaining a calm approach to work within a busy working environment will be very helpful as will the ability to communicate effectively with both colleagues and clients. 

What we have

We believe that our people are our most important asset, and are committed to supporting our teams, cultivating a healthy culture of challenge and expectation with support and care. We invest in our teams and our infrastructure to ensure that we attract and retain talented staff, and are committed to giving all colleagues the opportunity to reach their full potential, with a real focus on training and development.

Our values; high quality work, healthy growth and happy teams are at the heart of everything we do. Find out more about our vision and values, commitment to colleague wellbeing, and colleague benefits below.

See our vision and values and our commitment to colleague wellbeing