CLIENT SERVICES EXCEUTIVE - IFA FIRM

CLIENT SERVICES EXCEUTIVE - IFA FIRM

BIRMINGHAM OR WOLVERHAMPTON

SALARY: NEGOTIABLE DEPENDING ON EXPERIENCE

NJR Recruitment are working in Partnership with a National Firm of Independent Financial Planners who are now looking to recruit an additional Executive to work as part of their client Services Team. Working from either the Birmingham or Wolverhampton, the role will involve providing a consistently high level of service to customers ensuring an excellent and compliant client experience of the highest possible standard.

Key responsibilities will include;

" Regular contact calls to clients (Inbound & Outbound), with a view to building relationships and ultimately securing client commitment

" Build relationships with Connect clients with a view to create business opportunities and support business growth

" Meet personal referral targets with a view to providing fee generating referrals to other parts of the business

" Support client uplift initiative by identifying clients on incorrect service propositions

" Support sales initiatives to identify and engage with clients to increase revenue for the business

" Provide an efficient inbound/outbound call service to clients, taking ownership of the client journey

" Support simplification of client communication and encourage digital interaction through promotion of the Personal Finance Portal with all clients

" Ensure accurate collation of client information and maintain up to date client records

" Ensure effective storage of all client documentation in line with GDPR

" Ensure you operate within the AML requirements

" Facilitate and process simple investments (non-advised top ups) and withdrawals, ensuring the appropriate non advised process letter is produced in line with AL compliance process

SM&CR Responsibilities

Individual Conduct Rules

1. You must act with integrity

2. You must act with due care, skill and diligence

3. You must be open and co-operative with the FCA, PRA and other regulators

4. You must pay due regard to the interests of customers and treat them fairly

5. You must observe proper standards of market conduct

6. You must act to deliver good outcomes for clients

Experience / Skills Required

" Excellent interpersonal skills

" Drive and ability to plan, prioritise and manage workloads

" Ability to follow processes and procedures in a compliant manner

" Excellent communication skills, both written and verbal

" Enthusiastic, positive and confident telephone manner

" Attention to detail

" Client confidentiality

" Team work

" Excellent record keeping

NJR 14571