Client Delivery Lead - Market Harborough, United Kingdom - MCS Group

MCS Group
MCS Group
Verified Company
Market Harborough, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
MCS Group looking for an experienced Client Delivery Lead for our client who are a regional financial planning firm.


This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.


The Role

Client Servicing:
including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.

Compliance:
performing relevant anti money laundering checks, and checking compliance documentation is completed.

New Business Submission:
use client database to track new business and current position, updating planner accordingly.


The Person

  • Must have excellent understanding of the financial planning process.
  • Must have excellent communication skills and telephone manner
  • Minimum of one year in a Financial Services Administration Role

The Return

  • Salary: Negotiable
  • Minimum of 28 days plus 8 statutory bank holidays (FTE)
  • Annual discretionary bonus
  • To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group or send an updated CV via the link provided._
  • All conversations will be treated in the strictest of confidence._
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