Key Responsibilities
- Ensuring Brokers requirements are understood and met in terms of turnaround and accuracy and that Brokers are consistently provided with excellent customer service
- Managing the opening of new accounts and account queries
- Updating broker and client pipelines and Management Information
- The provision of general administrative support to Account Managers
- Actively seeking to add value to processes by introducing improvements based upon Broker & Client feedback
- Developing a thorough working knowledge of pension and investments and the appropriate product knowledge
- Training & mentoring of team members
- Involvement in ad hoc projects & business development
- Will take the lead on these and report back to Associate Director
- Ensures that updates to processes and procedures are documented
- Deals with escalations from Account Managers & Team Members
- Co-ordinates with the Complaints Team so that complaints can be resolved to the satisfaction of all parties
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
Requirements
- A Business/Finance degree or equivalent
- QFA qualification essential
- Willingness to complete CFP
- Experience and knowledge of settlements and operations
- A proven record in reconciliation and control
- Experience of dealing with financial advisers
- Excellent knowledge of Pension Products, especially Fund only Accounts and Fund only trusts
- Customer service focused with a record of providing excellent customer service
- Accuracy and attention to detail
- Excellent organisational skills and ability to co-ordinate the work of others
- Ability to prioritise and work to deadlines
- A positive attitude, strong work ethic, flexible outlook and a high level of initiative and enthusiasm
- Advanced knowledge of Word, Excel and Outlook
Contact Conor at 01 947 6324 for a confidential conversation. #LI-CO5
