My client is an EPIC, wonderful financial services company, and I am supporting a great role linked to client employee benefits financial services administration. This role is associated with corporate client support to the manager side, supporting the IFA financial advisors and the client bank, as well as compliance. The clients are looking for a team player with good common sense, an eye for detail, excellent telephone manner/communication skills, and the ability to work independently as well as within a busy team. There is room for growth and opportunity within this role.
You must have the following:
* A great working knowledge is essential linked to GLA, GPMI, GIP, GCIC, as outlined below. Ideally, some pensions administration skills in addition to the definite GLA, GMPI, GIP, and GCIC requirement.
* Proven experience in the IFA sector and a strong financial services administrator in the corporate services area.
* Proven experience working within the group risk area – GLA, GIP, GPMI, GCIC etc.
In addition, a good working knowledge of Microsoft Excel will be needed to carry out the role, and we will provide training on our back office systems. Intelligent Office is also required.
Duties and Key Responsibilities:
Client Work
* Together with team colleagues, ensure all reviews 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 the Head of Client Services as required.
Knowledge and Experience Required:
* Proven experience in the financial services IFA sector with pensions and client support skills in administration.
* 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 the 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:
* 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 an interview.
#J-18808-Ljbffr