Job Description

Purpose of the Role

To provide support and co-ordinate their work between team members ensuring the provision of a first class support service for their clients. To provide a high quality, business focused and cost effective support to the Employee Benefits Team whilst demonstrating a proactive approach.

The Person

The Client Account Manager should possess the following;

The capability to communicate effectively with people at all levels. The capability to lead by example A high level of commitment to their role and the Company The capability to maintain high standards of work and a positive attitude at all times The capability to show empathy towards other team members An understanding of the Company's direction and goals and a commercial awareness of the targets, business focus and sales campaigns in progress The capability to retain a knowledge of products arranged by the Company A good knowledge of compliance and regulatory requirements

Skills and Knowledge

High level organisational skills Professional business manner High level customer service Proactive approach Group Employee Benefits Salary Exchange Group Pensions

Responsibilities

The core tasks of the role are as follows;

Support for the EB Adviser
To undertake basic admin duties on behalf of the Adviser including;

Control of Adviser Diary Responsibility for obtaining outstanding information where necessary Liaising with Researcher and other team members when distributing work Researching new business opportunities Chasing submitted business applications and keeping clients informed Scanning and filing using electronic filing system Data Entry Arrange Group Risk Renewal annually Process New Group Member applications Liaise with Employer / Employee in respect of any queries or updates Maintain up to date knowledge with regards to employee benefits available, underwriting limits, CIC benefits. Other ad hoc duties as the role evolves

Other areas of responsibility

Maintenance of own Training and Competence record Participation in Monthly Staff Meeting
As a member of non-advising/qualified staff whilst all help and assistance should be given to both clients and prospective clients over administrative issues, under no circumstances, information should not be given that might be construed to be financial advice.

What we offer

Competitive Salary Generous Employee Benefits Plan Pension contributions matched up to 5% 35-hour week with a 4pm finish on Fridays 20 days holiday (increasing 1 day per year up to a maximum of 23) plus Bank Holidays, 3 days at Christmas, and your Birthday off Flexible and Hybrid working available Regular team-building activities

How to apply

Please send your CV to Pippa Ellis at pellis@beaconwealth.co.uk

Job Types: Full-time, Permanent

Benefits:

Company pension Free parking On-site parking Work from home
Work Location: Hybrid remote in Huntingdon PE28 0HW