My client is an EPIC, WONDERFUL IFA FINANCIAL SERVICES COMPANY and I am supporting a great role linked to FINANCIAL SERVICES ADMINISTRATION ON THE Employee Benefits side linked to skills supporting the IFA Financial Advisors and the client bank on this and the business and team supporting with your skills. They looking for a team player with good common sense, an eye for detail, an excellent telephone manner/communication skills and the ability to work independently as well as within a busy team and supporting. There is room for growth and opportunity within this role and a good working knowledge is required to be initially recruited of GLA, GPMI, GIP, GCIC. Automatic Enrolment pension schemes knowledge is a bonus for certain and required to join in this role :)
In addition - A good working knowledge of the Microsoft Excel will be needed to carry out the role and we will provide training of our back office systems, including Intelligent Office is also required.
Duties and Key Responsibilities:
Client Work
- Together with team colleagues, ensure all review and renewals are processed professionally and timely.
- Direct contact with clients and providers.
- Prepare templated Recommendation Reports for Advisers
- Deal with all daily queries raised by clients and colleagues.
- When appropriate to this role, accompany Advisers to client meetings where required.
- Perform Ad hoc projects and assistance for Head of Client Services as and when required.
Knowledge and Experience Required:
- Proven experience in the FINANCIAL SERVICES IFA SECTOR
- Proven experience working within the group risk arena – GLA, GIP, GPMI, GCIC etc.
- Ability to meet deadlines and provide clear communication to clients at all times relative to progress.
- Answering phone promptly in a professional and helpful manner
- Work unsupervised and use initiative at all times
- Ability to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externally to the business.
- Ability to prioritise and organise own workload, linked to the financial services requirements
- Self-Motivating
- To comply with FCA requirements.
- To keep abreast of industry changes and regulation through CPD
- Perform different reasonable tasks within the Organisation requested by the Organisation to meet overall business objectives.
I.T. Skills: - These are very much required also : -
- IO back office software (INTELLIGENT OFFICE)
- Other research tools appropriate to the business
- Microsoft Office
Position in Organisation:
- Reports to the Head of Client Services
- Integral to the smooth running of the Corporate Services Team
PLEASE NOTE - The successful candidate, Liaises with Corporate Clients, Providers, Professional Connections and other members of Client Support Teams depending upon business needs. Contractually office based but currently can also work at home up to three days a week.
IF YOU ARE SKILLED LINKED TO THE ABOVE ROLE THEN PLEASE DO APPLY LINKED TO THE WONDERFUL COMPANY AND I WILL DO MY UTMOST TO LINE YOU UP FOR INTERVIEW.