Account Management Administrator 5 Month Ftc - Reading, United Kingdom - Dynamic Planner

Dynamic Planner

Verified Company

Reading, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About Dynamic Planner:

Dynamic Planner was founded in 2003 and is the UK's most popular risk profiling and asset allocation investment process.

It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients.

Advisers use Dynamic Planner to gain information about their clients, to calculate their appetite for risk, to analyse their financial situation, and to match them with suitable investment opportunities.

We have a core product which is configured and used by thousands of financial advisers.

Role Purpose:

To provide interim support within our busy Account Management team as we onboard new key clients in a positive and effective way.

The role will provide administrative support to clients and the account management team. Ensuring that client information/data is accurate and reflects FCA register, client contracts and internal CRM system.

Liaising with clients and internal team as required to support the smooth onboarding and success criteria of the agreed contact.

What does the Account Management team do?
Manage relationships of new and existing customers.

Support onboarding of new customers and use of Dynamic Planner in their own business practices

Plan, prepare and deliver formal and informal training sessions.

Engage regularly with existing mid to large & national accounts

Involvement in projects to develop and enhance Dynamic Planner

Career development:

The company is growing so success in this role could lead to more permanent opportunities as we grow

Key Stakeholders:

Account Management Team,
Project/Implementation Team,
Sales & Marketing Analyst

Competencies (knowledge/skills/experience):

Strong Excel skills as they will be working with different data sets, comparing data.
Attention to detail working through the client data fields to cleanse looking for errors and correcting to ensure it is consistent and accurately reflects the client.
Reviewing our data against external info i.e. FCA register to ensure the details we have accurately/compliantly reflect.
Updating Salesforce consistently and accurately.
Comfortable speaking to clients on the phone if they need to verify details we hold to ensure it is accurate.
Experience of providing admin and client support in a busy team with deadlines

Education & Qualifications
Minimum A Levels required