Company

Reed InsuranceSee more

addressAddressWest Midlands, England
type Form of workPermanent, full-time
salary SalarySalary negotiable
CategoryAdvertising & Marketing

Job description

Reed Financial Services are partnering with a Wealth Management Firm seeking a Client Services Executive to join their team. This role is integral to providing high-quality administration and client service support within the financial services sector. The ideal candidate will have a strong understanding of compliance requirements and a commitment to maintaining professional and ethical standards.

  • Job Type: Full-time
  • Location: Birmingham
  • Salary: negotiable upon experience

Day to Day of the role:

  • Carry out all interactions with customers professionally and courteously.
  • Conduct product and market research to support client service activities.
  • Maintain accurate documentation and ensure compliance with company procedures.
  • Keep up to date with product, legislative, and technical changes relevant to the role.
  • Perform general administration tasks for Life, Investment, and Pensions, including processing applications and policy variations.
  • Update and maintain trackers/spreadsheets as required.
  • Liaise with clients, solicitors, accountants, and providers effectively.
  • Address administration enquiries and provide training and mentoring to apprentice staff.
  • Prepare and oversee platform transactions and withdrawals.
  • Generate and present quotations for life, investment, and pension products.
  • Ensure all files are compliant and maintain necessary compliance documents.
  • Manage Group Scheme Renewals and Auto Enrolment schemes, providing ongoing support.

Required Skills & Qualifications:

  • Detailed knowledge of the firm’s administration and client service requirements.
  • Understanding of advice provision in a compliant manner as detailed in the firm’s compliance manual and procedures.
  • Familiarity with Financial Services and Markets Act 2000 and relevant FCA rules.
  • Proficiency in general administration, technical knowledge, and qualifications for the job role.
  • Experience with back-office systems, preferably IO, and working knowledge of EIM platforms.
  • Ability to maintain CPD and record it accurately.

Benefits:

  • Competitive salary based on experience and qualifications.
  • Opportunities for career growth and professional development, including the potential to work towards IFA status.
  • Collaborative and supportive team environment.
  • Contributory pension scheme.

To apply for the Client Services Executive position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

Refer code: 3337301. Reed Insurance - The previous day - 2024-05-15 04:10

Reed Insurance

West Midlands, England
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