- 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.
- 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.
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Client Relations Manager
5 days ago
SelectStaff Recruitment Penn, United Kingdom Permanent, Full timeOur 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 det ...
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Cook-in-charge Pennal School
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Payroll & Overhead Manager
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Payroll Manager
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Telecoms Trainer
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Customer Care Administrator
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Loss Adjuster
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Finance Manager
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Reed Finance Chester Business Park, United KingdomFinance Manager · Chester · 45k · Permanent · 9 - 5pm (Onsite role) · At Reed Finance in Chester, I am working exclusively with a consumer-focused retailer who supply quality products and are growing at a vast rate This finance position is ideal for a versatile hands-on manager w ...
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Employment Solicitor
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Douglas Scott Legal Recruitment Penn, United KingdomSenior Employment Solicitor · High Wycombe · A rapidly growing, Top-250 law firm require an Employment Solicitor to join their team on a full time, permanent basis. · The successful employment solicitor will be 5+PQE with experience handling fast paced and highly demanding medium ...
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City Fibre Pennygillam Industrial Estate, United KingdomWe are thrilled to offer the opportunity to join one of our established Build Partners as a Streetworks Co-ordinator Apprentice.As a Streetworks Coordinator your role includes a wide variety of duties and responsibilities.You will provide administrative,secretarial, and clerical ...
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Health and Safety Manager
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Gi Group Penn, United KingdomHealth and Safety Manager · £38,000 per annum for 6 months, rising to £40,000 · Split between Andover, 2 days a week and High Wycombe, 3 days a week (Generous Mileage allowance) · Permanent · Company Benefits: · - 20 days annual leave plus Bank holidays and one week shutdown at C ...
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Lead Streetworks Co-ordinator
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City Fibre Pennygillam Industrial Estate, United KingdomWe are thrilled to offer the opportunity to join one of our established Build Partners as a Lead Streetworks Co-ordinator. Oakway Ltd are a family-owned business operating in the Plymouth and Launceston area, offering both skilled and new to industry individualsthe chance to join ...
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Streetworks Co-ordinator
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Gibbs Hybrid Chester Business Park, United KingdomAccountant - Shared Services - General Ledger · My client based in Chester requires a Shared Services Accountant to join on a 12 months' contract paying £37.05/hour. This is a hybrid role to be based 50% in the office in Chester and 50% remote. · Key Responsibilities · - Perform ...
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Record to Report Accountant
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Purchase Ledger Assistant
1 week ago
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Customer Service Advisor
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Bailey Employment Services Chester Business Park, United KingdomBailey Employment Services are currently recruiting for Customer Service Advisors for Lloyds Banking Group in Chester. · Could you help Lloyds Banking Group become the best bank for customers? As one of the UK's leading financial services Groups, Lloyds Banking Group are currentl ...
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Customer Service Advisor
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Middle Leader, Behaviour
1 week ago
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Senior Administrator
1 week ago
SelectStaff Recruitment Penn, Buckinghamshire, United Kingdom Permanent, Full timeOur client a leading specialist in their industry are looking for a Senior Administrator / Client Relations 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 g ...
Client Relations Manager - Penn, United Kingdom - SelectStaff Recruitment
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:
REQUIREMENTS:
Health Cash Plan
Group Personal Pension
Group Life Assurance
Monday to Friday 9:00am – 5:00pm