Our client is looking for an Account Manager to be responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes and delivering excellent technical and customer service outcomes to clients.
Job specification
Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
Maintain contact with customers to chase outstanding debts.
General
Your new roleYou will be tasked with providing a comprehensive credit control service in a fast-paced environment to support the business by ensuring that outstanding debts are collected in a timely and professional manner, working closely with the sales team to lead on the development and promotion of efficient cash collection and debt reduction.
Your new companyOur client is one of the biggest independent, family-run livestock and agricultural manufacturers in the UK, based in Shepshed, Leicestershire.The company has a fantastic 'family feel' and is still run by the family of the original founders.