Client Liaison

3 days ago

Carlisle, United Kingdom Quilter Full time

**Summary**:The main purpose of this role is to be the “face” of QPCA and support our Financial Adviser function to book and coordinate client meetings.

We would be open to part time employees who are able to commit to 3 days (21 hours a week) on a hybrid working basis.
**About the Role**:

- To provide a positive and professional service to our clients
- Organise Adviser’s diaries considering the Adviser’s workload and the location of the client meeting
- Research clients to obtain up to date contact details
- Demonstrate the benefits of a meeting to the client
- Ensure clients are kept informed and updated
- Ensure service agreements are met with clients
- Produce statistics upon request

**About You**:

- A good standard of general education with excellent written and verbal skills.
- Telephone based customer service experience is desirable
- Previous experience of working within Financial Services is desirable
- Good administration skills
- Computer Literate and confident using different IT systems

Overall, this role requires an individual skilled who:

- Is Client focused and wants to deliver first class service to clients
- Has a confident telephone manner
- Takes responsibility by making their own decisions and delivers on them
- Is a team player
- Is able to build relationships easily and flex their style of communication based on who they are communicating with
- Has high energy and drive
- Is an excellent communicator with good listening skills
- Has excellent organisational and administrative skills
- Has good judgement
- Is a quick thinker
- Is highly professional
- Is a hard worker, motivated, proactive and enthusiastic
- Is resilient and able to multi-task and work under pressure in a busy environment

**Benefits**
No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

**Core Benefits**
Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

**In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

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