Account Managerkimbolton

My client based in Kimbolton are current recruiting for an Account Manager with a Financial Services background to join their team on a full-time permanent basis. Offering some hybrid and flexible working for the right candidate and a salary of up to £28,000 depending on your experience.

This is a non advising role but we are looking for someone who has experience or has worked as/in Pensions, Mortgage Advisor or Financial services.

The Person:

· Communicate effectively with people at all levels.

· Lead by example

· A high level of commitment to their role and the Company

· A willingness to support team members

· Maintain high standards of work and a positive attitude at all times

· Understand Company direction and goals and a commercial awareness of targets, business focus, and sales campaigns in progress

· Retain a knowledge of products arranged by the Company

· A high level of customer service and a proactive approach to Company systems and procedures

Skills and Knowledge:

· High level of Customer Service

· Excellent telephone manner

· Good organisational skills

· Professional business manner

· Proactive approach

Core Tasks:

· Support for the EB Adviser

· Basic admin duties on behalf of the Adviser including; control of Adviser diary, appointment scheduling and associated preparation for new/existing/Group clients

· Liaising with Researcher and other team members when distributing work

· Researching new business opportunities

· Scanning and filing using electronic filing system

· Data Entry

· Arrange Group Risk Renewal annually

· Process New Group Member applications

· Liaise with Employer / Employee in respect of any queries or updates

· Up to date knowledge of employee benefits available, underwriting limits, and CIC benefits

· Other ad hoc duties as the role evolves

If you have the skills and experience listed above please send your CV to or call .