Account Manager – Pensions
- Location:
- Leicester jobs
,
Leicestershire jobs
- Salary:
- £19,000 – 24,000
- Company:
- Support Services Group
- Job type:
- Permanent jobs
- Date posted:
- 17/11/2009 10:32
- Job id:
- 45964774
- Contact:
- Julie-Anne Webb
- Ref:
- Totaljobs/synjw-vac 10493
Overview:
Our client specialises in the SIPPs and SSAS pensions sector.The business is highly successful and due to continued growth there is an opportunity 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.
Job Specification
- 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 – adhere to internal procedures, client SLAs and regulatory requirements.
Person Specification
- Previous within the financial services sector, ideally dealing with SIPP or SSAS products.
- Excellent communication skills.
- Good attention to detail and able to balance a busy workload.
- FPC / CFP qualifications would be an advantage.
