Are you ready to take your career to the next level? We're looking for an enthusiastic and proactive person to join an IFA firm as Employee Benefits Accounts Manager to support the Advisers. If you're passionate about providing top-notch support services, have excellent communication skills, and thrive in a fast-paced business environment, then this is the opportunity you've been waiting for!
The Salary range for the Employee Benefits Account Manager is up to £28,500
The team are committed to delivering exceptional support services to their clients. As an Employee Benefits Accounts Manager, you'll play a pivotal role in ensuring that we maintain our high standards of service, business focus, and regulatory compliance.
What We're Looking For:
We're seeking a candidate who embodies the following qualities and characteristics: Effective Communicator, Empathetic Team Player and Business Savvy.
As our Employee Benefits Accounts Manager, you'll have a diverse range of responsibilities that include:
- Support for the EB Adviser:
- Managing the Adviser's schedule, ensuring smooth operations.
- Setting up appointments and preparing for clients.
- Coordinating with team members and researchers.
- Keeping records and engaging in Continuous Professional Development.
- Researching new business opportunities.
- Following up on business applications and keeping clients informed.
- Overseeing Group Risk Renewal and new Group Member applications.
- Liaising with employers and employees to address queries and updates.
Your Skills and Knowledge to be considered:
- Experience working within an Employee Benefits or IFA team
- Your organisational skills are top-notch, ensuring nothing falls through the cracks.
- You bring a professional demeanour to your work, representing our company with pride.
- Customer Service Champion