Job Client Relationship Manager / Paraplanner Newmarket, Suffolk. Hertfordshire UK Recruitment - job offers

Job title:
Client Relationship Manager / Paraplanner Newmarket, Suffolk.

Job description:
Client Relationship Manager / Paraplanner. Location: Newmarket, Suffolk. Salary: Competitive, DOE. Start Date: Full Time, Permanent. An exciting pensions support administrator opportunity exists for an enthusiastic professional to join the busy team of our successful listed financial services Group. Competitive basic plus bonus, plus flexible benefits package including share incentive plan, group pension, life assurance, income protection and a health cash plan. The Role:. This Client Relationship Manager / Paraplanner is a rare opportunity for a financial services professional to join our busy existing team. You will be working with a team of Client Relationship Managers (CRMs) and assisting our in-house advisers on the support and running of SIPP and SSAS schemes, along with preparation of new business within agreed procedures and regulations. Key responsibilities include:. - Proactively manage all aspects of client affairs in a prompt and efficient manner, providing excellent communication to clients and colleagues. - Plan, organise and prioritise workload, to ensure work is dealt with within agreed service standards. - Adhere to administrative procedural notes provided, procedures within the compliance manual, and company policies. About you:. - You will have experience working in financial services, possibly as a paraplanner or similar. - You will be technically confident in proving related administration, research and support on pension schemes; ideally SIPP or SSAS, however specific training can be provided. - As a Client Relationship Manager / Paraplanner it will be a given that you have a positive attitude to client care. - An ability to work well under pressure whilst maintaining attention to detail is key to this role, as is a strong team working ethic and being able to work as an individual. - A natural ability to convey complex information to a wide variety of people with various levels of understanding both in writing and verbally is essential. In return, you can expect excellent career progression, with opportunities including specialist technical roles, consultancy or people management. You will be fully supported through dedicated training and development. You may already be working towards achieving your Diploma status, which as a company we are committed to helping you achieve. The Company:. Mattioli Woods is one of the UK`s leading providers of wealth management and employee benefit services. We employ around 500 staff throughout multiple locations in the UK, administer 6000 clients and hold over £6 billion of assets under management, administration and advice. By building long-term client relationships, our aim is to provide trusted advice, high service standards and personalised delivery. Mattioli Woods has a clear business plan and vision for continued expansion, through further acquisitions and organic growth. Interested? Click the "Apply" button now and email your CV and targeted cover letter. Keywords: Paraplanner, Customer service, Financial services, Pension schemes, SIPP, SSAS, client Relationship, CRM, Pension support, Pension management, Pension administration, customer Service, Customer Advisor.

Employer Name: UK Recruitment

Form of contact: Recruiter

Job short description:
Regulatory government associate professionals not elsewhere classified

Country: United Kingdom

Region: Hertfordshire

Contract duration: Permanent

Contract type: Full time

Source of job offer:
Department for Work and Pensions, Public Employment Services, United Kingdom

How to apply: Other - see free text

Salary currency: GBP

Salary period: Monthly


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