Details:
- Salary: £30,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Penn Buckinghamshire
- Date: 2 weeks ago
Description:
Our client a leading specialist in their industry are looking for a Client Relationship Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.
ROLE:
* New business submission and tracking to conclusion.
* Day to day client management, processing queries.
* Processing investment trades, fund switches, and contribution/income requests.
* Liaising with clients, product providers, and other relevant third parties.
* Ensure the back office systems (intelligent Office and Volume) are kept up to date.
* Issue letters of authority, chase for policy information, build schedules, and add existing policies to the system.
* Processing Advisor income.
* Supporting the Advisors in research and analysis.
REQUIREMENTS:
* Good team working and liaison skills to deal effectively with tasks.
* An understanding of FCA regulations and guidelines relating to financial services clients.
* Good communication skills (written and verbal).
* Ability to prioritise and organise own workload.
* Ability to work under pressure and to deadlines.
* IT skills commensurate with computer packages used in this industry and a knowledge of Intelligent Office would be beneficial.
25 days holiday per annum
Health Cash Plan
Group Personal Pension
Group Life Assurance
Monday to Friday 9:00am – 5:00pm