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Penn

    Client Manager - Penn, Buckinghamshire, United Kingdom - SelectStaff Recruitment

    SelectStaff Recruitment
    SelectStaff Recruitment Penn, Buckinghamshire, United Kingdom

    1 week ago

    Default job background
    Part time
    Description

    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.

    Day to day client management, processing queries.


    • 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.
    • Supporting the Advisors in research and analysis.
    An understanding of FCA regulations and guidelines relating to financial services clients.


    • 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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