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Account Manager - Financial Services
This job has expired, and cannot be applied for.
- Posted By: Pertemps
- Address:
- Contact: 0116 255 4641
- Date Posted: 16th Sep 2008
- Salary: 19000-24000
- Location: Leicester (LE19 1SY)
- Reference Code:
- Views Since Posting: 128
- Full Description:
Account Manager – Financial Services
Our Client is a successful financial services company, based in Leicester.
Now a PLC, the company was established in 1991, and has grown rapidly organically and through acquisition to its current 150 staff. Much of the organisation’s success is down to the internal promotion culture, with an enviable staff retention record.
Although specialising in the pensions sector, this is no provider of “off the shelf” retirement funds! They advise on wealth management, covering a wide range of issues such as tax free investment planning, family succession and business guidance, with clients ranging from dynamic entrepreneurs to company directors.
Due to continued growth this new opportunity has arisen, for a professional career focussed individual to join the large existing team. The Account Manager is the primary office based contact, managing and administering a varied portfolio of products, dealing with all aspects of client affairs, within agreed procedures and regulations.
Key responsibilities include:
• Proactively manage all aspects of client affairs in a prompt and efficient manner
• Plan, organise and prioritise workload, to ensure work is dealt with within agreed service standards
• Have an awareness of compliance issues and adhere to
• Adhere to administrative procedural notes provided, procedures within the compliance manual, and company policies
• Work effectively with the larger team, including the consultant and administrative support
You are likely to have done a similar role within the financial services sector, ideally dealing with SIPP or SSAS products or similar investments. You communication skills will be excellent, with good attention to detail and able to balance a busy workload. Good numeracy and IT skills, with a flexible approach will also be a given. Any FPC / CFP qualifications would be an advantage.
In return, you can expect:
• Excellent career progression, with opportunities including financial consultant or Team Leader.
• You will be fully supported through dedicated training and development, including professional qualifications where applicable.
• You will receive a salary of £19,000 - £24,000 depending on experience.
• On site Parking
• Pension, healthcare
If you would like to apply for this role please send your CV to Rochelle.sculthorpe@pertemps.co.uk
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