Employee Benefits Account Manager
3 weeks ago
Employee Benefits Account Manager
Permanent, Full time, Hybrid
We are working with a highly regarded Independent Financial Advice firm who are looking for an Employee Benefits Account Manager to join their busy Kimbolton office and assist in providing a highly personalised financial planning and investment management service.
They are looking for someone with a Financial Services or Account Management background who has excellent client facing and Administrative skills.
In the Role you will work closely with the Employee Benefits Consultant and be managing Group policies including :
Group Pensions schemes
Group Life Assurance
Group Death in Service
Life policies
Role Responsibilities of Employee Benefits Account Manager:
Act as the point of contact with corporate clients via telephone & email
Relationship building with corporate clients
Use of internal CRM systems
Adhere to data protection & FCA regulations
Previous experience in a Financial Services, Employee Benefits Administration or Account Management
Proven experience in providing quality support & building credible client relationships
CII qualifications would be a bonus
Experience using IT Systems and Software including platform/provider websites and portals
Hybrid and flexible working
Studying and progression support
Group pension, PMI and DIS
Friendly office Environment
Apply today to be considered for the Employee Benefits Account Manager position. Employee Benefits Account Manager, Admin, Workplace savings, Financial Services, Account Manager
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