Overview: We are seeking a motivated and dynamic Account Manager to join our team at our Bury office.
The ideal candidate will have a passion for managing multiple client accounts, ensuring excellent service delivery while also driving sales opportunities.
This role requires a high level of communication skills, attention to detail, and the ability to thrive in a fast-paced environment.
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
Bury - Up to £32,000 per annum
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
Do you have experience in a sales administration, sales support or a similar admin based role that involves customer interaction?
If so, we are working with a well-established business in Bolton that can offer you the chance to be a part of its future growth plans and will allow you to liaise with customers across Europe?