F S PEOPLE

Responsibility

• respond to client enquiries introducing our advisers in a timely and professional manner
• process and log all client feedback and report on any issues identified
• monitor adviser contact with existing clients and prospective clients
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• help monitor review dates and activity following deadlines
• monitor and report back on adviser workflow activity
• compile reports on database activity on a weekly / monthly & annual basis
• assist the Corporate Account Managers in compiling Management information reports for corporate partners
• assist the Marketing team with ad-hoc projects

Requirements

• administrative
• communication Skills
• numeracy

Earnings for position administrator

Responsibility

• attend industry events, conferences, and networking functions to establish the company's presence and promote the brands visibility

Requirements

• business Development
• communication Skills
• financial Services
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• traineeships

Earnings for position business development manager

Responsibility

• maintaining and developing positive relationships with partner firms
• propose bespoke promotion plans and employee initiatives on an ongoing basis throughout the year
• prioritising tasks so responses to HR are both swift and professional
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• organising webinars as/when needed - including handling bookings and updating Corporate Partners on engagement to ensure promotion is maximised
• assisting with new Partner pitches and onboarding processes
• monitor engagement, business arranged and client feedback for each corporate account and regularly feedback this analysis to both the internal team, flagging any issues, and to the corporate partner HR team
• co-ordinate and host regular meetings with individual account HR stakeholders to share engagement insights and gain an understanding of how to most efficiently tailor our services to suit their employee base and well-being strategy
• keeping updated on market news, trends, government legislation and rates to aid the Marketing team in the content creation process for webinars and podcasts
• with experience in client facing roles you'll be able to grow client relationships and be the first port of call of up to 100 valued accounts
• attending Provider Benefit Fairs on site in clients offices through out the year

Requirements

• account Manager
• client Services
• mortgage Brokers

Earnings for position client services manager

Requirements

• ceMap Qualified
• financial Services

Earnings for position mortgage adviser

Earnings for position financial adviser