Assistant Client Manager

Assistant Client Manager - Financial Services

Located in Sale

Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry. The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients. A fantastic opportunity where you will be trained and developed to become a Client Manager.

Duties will include :

* Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress.

* Liaising with provider companies to obtain policy information as appropriate.

* Liaising with Clients to provide updates, as requested.

* Processing Client Letter of Authority (LOA).

* Updating Client file with up-to-date policy information

* Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports.

* Preparing and processing Life Insurance quotations and applications

* Updating Client files with relevant documentation, policy details and Client information, and ensuring these are up to date and present.

* Assisting with Monthly Income reconciliation

* Preparation of Client Packs

* Answering phones

Salary Guide £26500 + Bonus + Study Support + Benefits
Only candidates based in UK and eligible to work in UK are allowed