IFA Telephone Account Manager To £22,000 plus bonus (OTE £45,000) Johnstongreer has been retained by this leading pension and investment company that has an established team of telephone account managers responsible for promoting the company’s financial planning products to the IFA distribution channel. Due to company growth they require an additional account manager who will be responsible for promoting compan...
IFA Telephone Account Manager To £22,000 plus bonus (OTE £45,000) Johnstongreer has been retained by this leading pension and investment company that has an established team of telephone account managers responsible for promoting the company’s financial planning products to the IFA distribution channel. Due to company growth they require an additional account manager who will be responsible for promoting compan...
IFA Telephone Account Manager Glasgow To £22,000 plus bonus (OTE £45,000) Johnstongreer has been retained by this leading pension and investment company that has an established team of telephone account managers responsible for promoting the company’s financial planning products to the IFA distribution channel. Due to company growth they require an additional account manager who will be responsible for p...
Trainee Group Risk and Healthcare Account Manager required for this fast growing IFA specialising in Employee Benefits based in the South East. Supporting the Head of Group Risk, you will be client focussed and will be responsible for scheme renewals, medical underwriting, claims and re-broking. As a Group Risk and Healthcare Account Manager, you will action renewal accounts and once trained, will be the main point of contact for your own b...
Kelly Services are looking to recruit a candidate experienced in Customer Support/Customer Services within the Financial Services sector to join a rapidly expanding company in Teddington. Main Duties: To ensure existing client relationships are managed effectively to maximise client retention Identify opportunities for licence growth within a portfolio of Accounts Be an ambassador for the ...
Our client, an expanding and highly successful investment management firm, currently requires an Investment Manager to join their award winning team. Candidates will be responsible for supporting with all areas of asset allocation, fund selection, client account management etc. Candidates need to ideally come from an IFA / Investment Management background and hold the IMC. You will be highly professional and motivated as well a...
This leading organisation is seeking Group Risk Account Manager to look after clients in the South East The Role As a Group Risk Account Manager you will build strong relationships with an agreed panel of Independent Financial Advisors, achieving new business sales targets as well as retaining and growing each brokers existing block of business. This is a significant account management role and holds both the largest block and...
An exciting opportunity has arisen for a full time SIPP/SSAS Account Manager within a well-known financial services company The Role This job provides support to our account managers and thousands of clients throughout the UK from high net worth individuals to owner managers and senior professionals. This busy and challenging role is diverse and can range from assisting with the administration of property purchases, placing in...
As a Business Development Manager you will be responsible for making outbound calls to Financial Advisers to propose my client's investment solution offering. In this role it will be essential that you have a customer centric phone manner and way of doing business to offer the IFA community a premium service. You will be targeted on increasing the Assets Under Management from an existing panel of IFAs in London and helping the External Business...
A recognised leader within the Pensions and Annuities sector, based in Surrey, are currently recruiting for an experienced Account Manager to join the business on a permanent basis; to manage the implementation of Bulk Purchase Annuities solutions. Within this role, you will be required to take lead responsibility in ensuring that de-risking solutions are delivered in a timely and efficient manner, which can be aided through building...
An exciting opportunity has arisen for a full time SIPP/SSAS Account Manager within a well-known financial services company The Role This job provides support to our account managers and thousands of clients throughout the UK from high net worth individuals to owner managers and senior professionals. This busy and challenging role is diverse and can range from assisting with the administration of property purchases, placing in...
Our client who are a Regional IFA firm based in Buckinghamshire are looking for a highly motivated individual for a newly created position within the company. The role of the Personal Administrator is to be the first point of contact for clients. Helping to support the team in delivering a level of client service that differentiates the company in the marketplace and above all ensures the highest levels of client satisfaction, irresp...
Are you interested in a career within financial services or have 6 months experience with this sector and now wish to move on? If so this is the role for you.... Due to the expansion of the department our client is seeking an additional member of staff to support their busy IFA Employee Benefits section. You will be a Trainee Group Risk and Healthcare Account Manager to be client focused liaising daily with clients so good people sk...
19 jobs matching this search were posted in the last week
An exciting opportunity has arisen for a full time SIPP/SSAS Account Manager within a well-known financial services company The Role This job provides support to our account managers and thousands of clients throughout the UK from high net worth individuals to owner managers and senior professionals. This busy and challenging role is diverse and can range from assisting with the administration of property purchases, placing in...
This independent financial advisory company is seeking to recruit a high calibre Group Risk & Healthcare Account Manager, who will be able to make an immediate contribution by helping their consultants in developing their client base. The Group Risk & Healthcare Account Manager will manage a portfolio of clients providing administration in relation to Group Risk work to include Group Life, DIS, PHI, critical illness as well as some ...
This independent financial advisory company is seeking to recruit a high calibre Group Risk & Healthcare Account Manager, who will be able to make an immediate contribution by helping their consultants in developing their client base. The Group Risk & Healthcare Account Manager will manage a portfolio of clients providing administration in relation to Group Risk work to include Group Life, DIS, PHI, critical illness as well as some ...
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Date: 18 April
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Woking, Surrey
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£23,000 - £28,000 per annum, inc benefits
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3 applications
Group Risk & Healthcare Account Manager - Excellent opportunity Based: Woking, Surrey Salary: to £28k + benefits I am recruiting on behalf of a fast growing corporate IFA specialising in Employee Benefits who are looking for a Trainee Group Risk & Healthcare Account Manager to join their team. The position has arisen due to growth within Group Risk & Healthcare bo...
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Date: 17 April
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Woking, Surrey
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£23,000 per annum, inc benefits
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6 applications
Trainee Group Risk & Healthcare Account Manager - Excellent opportunity Based: Woking, Surrey Salary: to £23k + benefits I am recruiting on behalf of a fast growing corporate IFA specialising in Employee Benefits who are looking for a Trainee Group Risk & Healthcare Account Manager to join their team. The position has arisen due to growth within Group Risk & Healt...
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Date: 17 April
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Woking, Surrey
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£23,000 - £28,000 per annum, inc benefits
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2 applications
Group Risk & Healthcare Account Manager - Excellent opportunity Based: Woking, Surrey Salary: to £28k + benefits I am recruiting on behalf of a fast growing corporate IFA specialising in Employee Benefits who are looking for a Trainee Group Risk & Healthcare Account Manager to join their team. The position has arisen due to growth within Group Risk & Healthcare bo...
A leading Employee Benefits Consultancy; specialising in corporate pensions, strategic investment advice and specialist financial services, are looking to recruit a Group Risk & PMI Account Manager to join their Surrey-based team. The Group Risk & PMI Account Manager will join a well established friendly team and be responsible for administering and rebooking group risk and health insurance policies. The work will be focusing...
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Date: 18 May
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Bristol, Avon
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£45,000 - £50,000 per annum
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2 applications
The Company Our client an online wrap-based platform, They provide a wrap platform that is fully independent. Their open architecture platform provides access to a range of Investments (tax wrappers) with thousands of different assets.. among them,unit trusts, oeics, cash, equities, investment trusts, venture capital trusts, and exchange traded funds. The Job Regional Account Manager This is a newly...
Our client is a well established and reputable wealth management organisation with strong regional presence. They are currently looking for a well qualified and dynamic Account Manager to join their business in Southampton The position will involve managing an existing portfolio of corporate clients and assisting the team with their 3rd party administration of occupational schemes You will have a commercial slant and be ...
Account Manager required for leading benefits technology provider. You will be accountable for managing client relationships and growing revenues from a portfolio of existing and prospective clients mainly by phone and the occasional client meeting on site. Educated to degree level or equivalent ideally in a business-related discipline, you must have extensive experience working in a client account management, consulting or sales role at an...
Our client, a leading investment management firm requires an Assistant Fund Manager to assist with asset allocation decisions. This role involves research, building model portfolios, participating in the firm’s Investment Committee decisions, trading and representing the investment team’s DFM proposition to the outside world in both clients and professional links. Furthermore, the post holder will ensure that all the trading and reba...
A leading Financial Services organisation based in central Leeds are looking for a Employee Benefits/Pensions Client Account Manager to join its expanding team. The role of a Client Account Manager (CAM) in the EB team is to provide consultancy services and advice to employers on employee benefit plans. A CAM will have a general knowledge of a specific area, for example DC pensions, private medical insurance or group risk. In most ca...
