Trainee Client Account Manager

Job Title: Trainee Client Account Manager

Location: Tattenhall, Cheshire
Starting Salary: Up to £26k depending on experience, to include study support.
Hours: Full-Time
How to Apply: Please email your CV to info@illingworthseddon.co.uk

The Role

• Client Account Manager
• To provide a consistently high standard of administrative support to the team.
• Contribute to the achievement of all key objectives.
• Processing & diarising Letters of Authority
• Create illustrations as required
• Process SJP new business ‘EBS’ applications
• Liaise with ceding schemes to obtain information, in accordance with the advised process
• Checking of information in line with SJP specified criteria
• Send weekly emails to advisers with a summary of case updates, including timescales
• Liaise with the SJP admin centre & build rapport with key contacts
• Ensure ALL compliance documents (including ID) are evident and recorded.  Chase and obtain if not
• Create, complete and submit advice sets for new money business & protection applications
• Own the end to end process of all admin functions, including Fund Switches, Withdrawals, Amendments to plans etc through to confirmation and CRM update
• Monitor pipeline and identify/anticipate areas of potential problem and raise awareness.  Liaise with the admin centre until business is issued
• Upload Investment Certificates to the relevant advice sets
• Update CFR post investments
• Maintain CRM system in line with practice procedure & record appropriately
• To create, monitor and maintain practice task management system
• To apply high level organisational skills in prioritising and co-ordinating work- load activities & maintain accurate records of archiving and filing
• To deliver the highest standard of client care both internally and externally
• To deliver the highest standard of support to the Adviser Team

The Person: Client Account Manager

• Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.
• Ensure that your actions are consistent with the culture of the business.
• Consistently strive to be the best you can be.
• Approach work positively with a can-do attitude and take responsibility for your tasks.
• Intermediate/advanced computer skills with knowledge of Microsoft packages.
• Adhere to company health and safety policies.
• Able to multi-task and work to deadlines, ensuring quality is never compromised.
• Deliver a first-class service in accordance with core standards.
• Demonstrate excellent communication skills, internally and externally.
• Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.
• Flexible within your team.
• Ensure confidentiality is maintained at all times.
• Display a professional appearance at all times.
• Able to multi-task and work to deadlines, ensuring quality is never compromised.
• Ability to build strong relationships by employing a broad range of communication techniques.
• Take personal responsibility to deliver a solution.
• Approach work positively with a can-do attitude and takes responsibility for tasks.
• A willingness to work as a team member.

Should your application be successful, an offer of employment will be subject to a Financial and Identity check as well as satisfactory references.
How to Apply: Please email your CV to info@illingworthseddon.co.uk