Insurance account representative Work, Jobs in North Baddesley, Ham (with Salaries)

Client Administrator
Evelyn Partners —Southampton
- Full-time
- Hybrid work
- Administrative experience
- No degree
- Organisational skills
Quick apply
7d
Dental Sales Representative
IQVIA —Southampton
- Full-time
- Sales
- Business development
- Driving
- Employee discount
- Gym membership
Cyber Security Consultant
Redbay —Portsmouth
- £42,000 - £56,000 a year
- Full-time
- Hybrid work
- Travel
- Communication skills
- Work from home
- Gym membership
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Southampton
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Southampton
- £3,800 a month
- Full-time
- Sales
Quick apply
SALES EXECUTIVE
Verisure Services (UK) Limited —Southampton
- £3,800 - £6,000 a month
- Full-time
- Sales
Quick apply
Private Client Tax Associate
SW Group —Salisbury
- Full-time
- Hybrid work
Quick apply
Digital Designer & WordPress Developer | Creative
Cavendish Consulting —Hedge End
- Full-time
- AI
- HTML
- Annual leave
Quick apply
5h
Solutions Consultant- UK/Europe
MasterControl —Basingstoke
- Microsoft Office
- Presentation skills
- Bachelor's degree
- Annual leave
- Life insurance
12d
Junior Commercial Advisor
Verisure Services (UK) Limited —Southsea
- £3,800 a month
- Full-time
Quick apply
Private Client Tax Senior Manager
SW Group —Salisbury
- Full-time
- Hybrid work
- Management
- Tax experience
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insurance account representative jobs near north baddesley, ham

Client Administrator

Evelyn Partners -
Southampton

Quick apply

Job details

Full-time
7 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Administrative experience
Organisational skills
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose
To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

To work closely with the aligned Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Maintain back-office systems and client records in line with the company policies.
Request policy information from third party policy providers if applicable.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required).
Assist investment managers in the preparation of new business pitches and presentations.
Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients.
Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
To encourage client, use of portal and other digital tools, provide guidance where required.
To collaborate and share best practices with colleagues.

Qualifications

Skills, Experience & Qualifications

Excellent standard of education, ideally degree qualified but not essential.
Proven experience working in the wealth management industry
Experience working within an administrative role
A strong ethic of client service.
Ability to work under pressure and to prioritise work.
Excellent communication skills both written and verbal, influencing and organisational skills.
Ability to use judgement and reasoning to propose solutions to problems.
Experience of using XPlan

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

insurance account representative jobs in north baddesley, ham

Client Administrator

Dental Sales Representative

Cyber Security Consultant

JUNIOR SALES CONSULTANT

JUNIOR SALES ADVISOR

SALES EXECUTIVE

Private Client Tax Associate

Digital Designer & WordPress Developer | Creative

Solutions Consultant- UK/Europe

Junior Commercial Advisor

Private Client Tax Senior Manager

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