Jobs

    Client Relations Manager - Penn, United Kingdom - SelectStaff Recruitment

    SelectStaff Recruitment
    SelectStaff Recruitment Penn, United Kingdom

    5 days ago

    Default job background
    Permanent, Full time
    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 would be beneficial.
    • 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
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