Account Management Administrator - Reading, United Kingdom - Dynamic Planner

Dynamic Planner

Verified Company

Reading, United Kingdom

2 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:

Supporting our busy Account Management team as we onboard new key clients in a positive and effective way.
Provide administrative support where required for both the Account Management team and Client Success.
Creating Financial MI on behalf of the team,
Assisting in onboarding large integral firms onto Dynamic Planner and admin setup. Crosschecking data provided by clients and reaching out to clients where further information is required.
Support the team as we move over to a new internal reporting system.

What does Account Management 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:

Fixed term contract 6 months

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.

Education & Qualifications
Min A levels