Job Description

Brook Street are working with a highly reputable company in South Wales who are leaders in the Insurance and Wealth Management services. The role would ideally attract candidates with at least 3 years experience in a Wealth Management/IFA capacity at either Client Manager or Administrator level. The role is Monday to Friday, 9-5 and offers Hybrid working after the first 6 months of employment. This will be fast-tracked for candidates exceeding expectations.

Responsibilities:

• Manage workload to ensure appropriate prioritisation.
• Interact with clients and providers to collect and collate information regarding enquiries, alterations, and ongoing reviews.
• Manage the review schedule and prepare client review documents.
• Prepare documentation for client review meetings and arrange those meetings.
• Provide ongoing information to clients and providers about current policies and arrangements.
• Process new business and top-up applications, correspondence, and adjustments efficiently and in accordance with FCA procedures.
• Check all documentation for accuracy before issuing to clients or relevant parties.
• Handle debt management to ensure fees are collected and allocated correctly, keeping the Head of Wealth Management informed of any issues with bad debts.
• Assist the Finance Team with accounting queries, cash allocation, and account settlements.
• Maintain accurate client and prospect records at all times.
• Build strong working relationships with insurers, clients, and prospects.

Requirements:

• Relevant experience in client account management or a similar role (3 years preferred)
• Strong organisational skills with the ability to prioritise tasks effectively.
• Excellent communication skills for interaction with clients and providers.
• Detail-oriented with a commitment to accuracy in documentation.
• Knowledge of FCA regulations and compliance standards is preferred.
• Ability to work under pressure while maintaining high standards of service.
• Proficient in using office software and maintaining client records (Intelligent Office Essential)

Benefits:

• Competitive salary package with performance-related bonuses.
• Opportunities for professional development and training.
• Supportive work environment with a focus on teamwork.
• Access to employee benefits such as health insurance and retirement plans.
• Potential for career advancement within the organisation.

Apply now or contact Luke at Brook Street Cardiff for more information

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.