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Junior Account Manager

NJR Recruitment
Posted 15 hours ago, valid for 18 days
Location

Wilmslow, Cheshire SK9 4DA

Salary

£40,000 - £66,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • NJR Recruitment is seeking an Administrator to join a groundbreaking Investment Manager's Account Management Team in Wilmslow.
  • The role requires a strong interest in investments and involves managing a portfolio of approximately 150-200 clients.
  • Candidates should have excellent communication skills, a strong working knowledge of MS Office, and a keen attention to detail.
  • The position offers a salary of £25,000 to £30,000 and requires candidates to have at least 2 years of relevant experience.
  • Additional benefits include 5 days of holiday plus bank holidays, a 5% employer pension contribution, and private medical and death in service benefits.

About Us

5 days holiday + Bank holidays5% Employer pension contributionPrivate Medical & Death in service benefitsQualifications & study encouraged and supported

NJR Recruitment are currently working 'exclusively' with a groundbreaking Investment Manager who now has a newly created and exciting opportunity for an Administrator to form part of the very successful Account Management Team. Joining Head Office as an Account Management Support Executive based in Wilmslow, this role will suit someone who is keen to provide a first-class support function to a fast paced and busy team. The successful Candidate will have a strong interest and be passionate about Investments.

Looking after a portfolio of around 150/200 Clients, the successful Candidate will be responsible for;

" Supporting a team of Account Manager & Business Development Directors" Maintain accurate computer records" Assist with the onboarding of new firms and the IFA system / Platform access" Work closely with Sales, Operations & Compliance teams" Assist with daily incoming queries" Manage and maintain own diary, and keeping records to ensue appropriate audit trails" Develop and maintain strong IFA relationships across your panel of IFA firm accounts" Develop a good understanding of the Tatton proposition & processes to enable new business flows across all firm accounts, across all product ranges" Assist the BDM's with the onboarding of new firms and IFA system/platform access" Proactively create and manage daily IFA appointments to discuss the Tatton proposition, Investment updates and Investment process" Assist with all daily incoming queries, calls and tasks managed by the TAM team ensuring support is delivered to all TIML accounts.

You MUST be confident and have a very strong ability to build strong business relationships. Candidates should have excellent verbal & written communication skills. You will have a strong working knowledge of MS Office applications, with a high level of attention to detail.

NJR 15310

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.