Client Delivery Lead

3 weeks ago


Oldham, United Kingdom MCS Group Full time

MCS Group looking for an experienced Client Delivery Lead to our client who are a regional financial planning firm.

This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.

**The Role**

Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.

Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
New Business Submission: use client database to track new business and current position, updating planner accordingly.

**The Person**
- Must have excellent understanding of the financial planning process.
- Must have excellent communication skills and telephone manner
- Minimum of one year in a Financial Services Administration Role
- Proficient IT skills, basic spread sheet and database knowledge

**The Return**
- Salary: Negotiable
- Minimum of 28 days plus 8 statutory bank holidays (FTE)
- Annual discretionary bonus
- 5% pension contributions
- To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group or send an updated CV via the link provided._
- All conversations will be treated in the strictest of confidence._


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