Client Services Executive

Job Description

Are you QFA qualified looking for a new exciting role? This role takes care of a client portfolio (end to end) which applies to retirement pension structures, protection benefits & investments.

Role & Key Responsibilities

• Client portfolio end-to end administration.
• This involves annual portfolio reviews and valuations, processing new business, communicating, and interacting with product producers (generally major insurance companies) to ensure prompt processing of applications
• This applies to pre & post retirement pension structures, protection benefits & investment portfolios.
• Communicating with clients regarding their portfolios and new applications in an effective and timely manner
• Working with and supporting advisors in meeting regulatory compliance requirements

Education, Qualifications & Experience

• BA (Hons) Degree within a Business or Finance related discipline
• A minimum of 2-3 years' relevant experience within a similar role, preferably within a Financial Advisory firm or Life & Pensions Broker
• QFA qualified or progressing towards this qualification
• Working knowledge of Anti-Money Laundering (AML) requirements and associated Compliance requirements

Skills & Attributes

• Ability to demonstrate a high level of attention to detail with a focus on numerical skills
• Ability to manage own workload while prioritising effectively and efficiently.
• Excellent verbal and written communication skills
• Microsoft Word, Excel, and Outlook (Intermediate)

Please apply for further details.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.