Adviser Account Manager Support

**Job Title/Location**: Adviser Account Manager Support, Surrey/WFH
- **Salary**: £negotiable + average bonus c.11% (£3,800) + pension contribution to 13% (c.£4,500)
- **WFH**: Average week is 1-2 days in the office & 3-4 days WFH
- **Requirements**: Previous Financial Services experience, ideally having worked with IFA’s/Financial Advisers, previous exposure to a number of products & naturally strong in customer service
- **Role Snapshot**: Supporting Advisers who place business with our client, almost acting as an Account Manager, taking on escalated cases, engaging with the client, problem solving

**The Company/Team**:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. Their Financial Solutions division has an account management team that supportsthe service management requirements of their key distributors (Businesses that advise customers to take on our client’s funds, products or services), so for instance they deal with a number of IFA firms large and small just as an example. This team are aboutto take on one of their biggest customers, so an exciting chance to be an influential team member at the start of the process.

**The Role**: This role requires someone with excellent interpersonal, communication and problem-solving skills to build strong relationships with clients to support the continued growth of the team. You will be responsible for working closelywith supporting one of their largest clients, supporting resolving escalated cases from advisers directly and the Account Management Team. You will work with the adviser firms to ensure the best possible outcome for the client. Key responsibilities will include:

- Taking ownership of escalated client cases from the Account Manager they support, their clients where necessary, others within the Account Management Team or Sales and to seek the best possible client outcome.
- Engage with clients and other areas of the business, including Contact Centre and Operations teams to ensure a smooth case resolution.
- Work closely with numerous internal teams to help identify and implement enhancements with regards to improving the customer experience and driving forward operational efficiency
- Undertake analysis and investigation of complex issues that impact clients to support the quick and efficient resolution of these issues
- Manage case handling logs for key clients, in particular monitoring the progress of transfer and re-registration cases across all products, reporting progress on a regular basis

**Experience/Skills Required**: This role requires proven Financial Services experience, ideally with an understanding of a variety of Advisor products and services. Good analytical, administration and technical skills combined with a genuinepassion for customer service are key. The key attribute is having had that previous IFA/Adviser exposure, that could be on an admin level or indeed having dealt with IFA’s in a call centre setting - any type of exposure is really important, as are strong MSExcel skills.

**Additional Information**:The salary for the Adviser Account Manager Support role is negotiable with an average bonus of c.11% (c.£3,800) and a company pension contribution to 13% (£4,500). An excellent benefits package includes free parking,onsite gym, life & health benefits and genuine chances to progress within a company well known for developing people.

**_The Adviser Account Manager Support _**_**position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experiencein this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters, business analysis, project management and more. Check the website andfeel free to call Darren Snell at any time.**_