NJR Recruitment
Junior Account Manager
Job Location
Wilmslow, United Kingdom
Job Description
25 days holiday + Bank holidays5% Employer pension contributionPrivate Medical & Death in service benefitsQualifications & study encouraged and supported
NJR Recruitment are currently working 'exclusively' with a groundbreaking Investment Manager who now has a newly created and exciting opportunity for an Administrator to form part of the very successful Account Management Team. Joining Head Office as an Account Management Support Executive based in Wilmslow, this role will suit someone who is keen to provide a first-class support function to a fast paced and busy team. The successful Candidate will have a strong interest and be passionate about Investments.
Looking after a portfolio of around 150/200 Clients, the successful Candidate will be responsible for;
Supporting a team of Account Manager & Business Development DirectorsMaintain accurate computer recordsAssist with the onboarding of new firms and the IFA system / Platform accessWork closely with Sales, Operations & Compliance teamsAssist with daily incoming queriesManage and maintain own diary, and keeping records to ensue appropriate audit trailsDevelop and maintain strong IFA relationships across your panel of IFA firm accountsDevelop a good understanding of the Tatton proposition & processes to enable new business flows across all firm accounts, across all product rangesAssist the BDM's with the onboarding of new firms and IFA system/platform accessProactively create and manage daily IFA appointments to discuss the Tatton proposition, Investment updates and Investment processAssist with all daily incoming queries, calls and tasks managed by the TAM team ensuring support is delivered to all TIML accounts.
You MUST be confident and have a very strong ability to build strong business relationships. Candidates should have excellent verbal & written communication skills. You will have a strong working knowledge of MS Office applications, with a high level of attention to detail.
NJR 15310
Location: Wilmslow, GB
Posted Date: 12/26/2024
NJR Recruitment are currently working 'exclusively' with a groundbreaking Investment Manager who now has a newly created and exciting opportunity for an Administrator to form part of the very successful Account Management Team. Joining Head Office as an Account Management Support Executive based in Wilmslow, this role will suit someone who is keen to provide a first-class support function to a fast paced and busy team. The successful Candidate will have a strong interest and be passionate about Investments.
Looking after a portfolio of around 150/200 Clients, the successful Candidate will be responsible for;
Supporting a team of Account Manager & Business Development DirectorsMaintain accurate computer recordsAssist with the onboarding of new firms and the IFA system / Platform accessWork closely with Sales, Operations & Compliance teamsAssist with daily incoming queriesManage and maintain own diary, and keeping records to ensue appropriate audit trailsDevelop and maintain strong IFA relationships across your panel of IFA firm accountsDevelop a good understanding of the Tatton proposition & processes to enable new business flows across all firm accounts, across all product rangesAssist the BDM's with the onboarding of new firms and IFA system/platform accessProactively create and manage daily IFA appointments to discuss the Tatton proposition, Investment updates and Investment processAssist with all daily incoming queries, calls and tasks managed by the TAM team ensuring support is delivered to all TIML accounts.
You MUST be confident and have a very strong ability to build strong business relationships. Candidates should have excellent verbal & written communication skills. You will have a strong working knowledge of MS Office applications, with a high level of attention to detail.
NJR 15310
ADZN1_UKTJ
Location: Wilmslow, GB
Posted Date: 12/26/2024
Contact Information
| Contact | Human Resources NJR Recruitment |
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