Join a leading national financial advice and employee benefits advisory practice dedicated to delivering top-tier financial solutions to a wide range of clients. Our client is renowned for their exceptional service and commitment to professional growth, offering a dynamic and supportive work environment and are seeking to recruit a Corporate Client Support Manager.
Key Responsibilities:
- Provide vital support to group risk clients, corporate advisers, and support team colleagues.
- Act as a technical interface, handling direct contact with clients and providers.
- Ensure all review and renewal processes are completed professionally and in a timely manner.
- Prepare templated recommendation reports for advisers and deal with daily queries raised by clients and colleagues.
- Accompany advisers to client meetings when required.
- Perform ad hoc projects and assistance for the Head of Client Services as needed.
- Maintain high standards of customer service and work efficiently to meet deadlines.
- Dimensions and Limits of Authority:
- Responsible for the delivery of services to clients, which is critical to the company's success.
- Frequently engage with internal and external contacts, using influencing skills where appropriate.
- Organize and manage time effectively to meet client requirements and deadlines.
- Ensure consistent high-quality work, even during periods of high pressure and adhere to performance targets.
- Apply a variety of procedures, methods, and techniques, using discretion, judgment, and proactivity when necessary.
Knowledge and Experience Required:
- Proven experience in the IFA sector.
- Proven experience working within the group risk arena (GLA, GIP, GPMI, GCIC, etc.).
- Qualifications Required:
- Educated to 'O' Level or G.C.S.E standard (ideally A to C, including Maths and English) - essential.
- Educated to 'A' Level or degree level - preferred.
Skills and Competencies Required:
1. Business, Management, and Leadership:
- Organization
- Communication
- Teamwork
- Influencing
- Inspiring
Ability to work supportively and collaboratively with colleagues across the business.
2. Customer/Supplier Relationship:
- Effective written and verbal communication skills.
- Ability to apply judgment and experience when making decisions or speaking to clients, knowing when to refer to an appropriate expert.
3. Other:
- Ability to meet deadlines and provide clear communication to clients regarding progress.
- Professional and helpful phone manner.
- Ability to work unsupervised and use initiative.
- Commitment to continuous learning and development of product knowledge.
- Ability to prioritize and organize own workload.
- Self-motivating.
- Compliance with FCA requirements.
- Keep abreast of industry changes and regulations through CPD.
- Perform various reasonable tasks within the organization to meet business objectives.
4. IT Skills:
- Proficiency with IO back office software.
- Familiarity with other research tools relevant to the business.
- Proficiency with Microsoft Office.
- Benefits:
- Competitive salary based on experience.
- Opportunities for career advancement and professional development.
- Supportive and collaborative working environment.
- Access to a comprehensive benefits package.
- Ongoing training and support to help you succeed in your role.
On Offer:
Salary to £30,000 appx
Comprehensive Benefits
28 day holiday
Hybrid working -2 days in office and 3 from home
If you are a dedicated and ambitious Group Risk Support Specialist looking to advance your career with a respected national practice, we want to hear from you. Please submit your CV and a cover letter outlining your experience and suitability for the role.