Account Manager
Location: Salisbury
Salary: £14,000 - £16,000
This is an excellent chance for a person with the familiarity of Account Management to develop a career within a well respected corporation
Duties and Responsibilities:
Working as part of a small team, you will undertake varied pension administration tasks and represent the company in a professional manner
You will be responsible for building and maintaining relationships with IFA's, Clients and other Third Parties and act as designated point of contact for a portfolio of IFA's
You will be expected to take full ownership for managing work volumes and priorities and to produce work of the highest standards
To be responsible for day to day processing of: New Business Applications; In specie Transfers; Contributions and transfer payments; Executing trade instructions; Establishing and maintaining Investment Manager Accounts; Income withdrawal calculations; Death, annuity and exits; Written, telephone and general enquiries
Updating and maintaining IFA and Client details
To provide exceptional customer service
Working within the defined company policies and procedures as well as the Risk and Governance framework
Skills and Qualifications:
Excellent Customer Service skills
Strong written and verbal communication skills
Attention to detail
Good numerical skills
A team player and able to work independently using your initiative
Good analytical and problem solving skills
Excellent time management and the ability to work to deadlines
Excellent knowledge of the SIPP market
