Client Support Manager

100% IT Recruitment Limited
£37500.00 pa + Pension + Benefits
05 Aug 2017
14 Aug 2017
Paraplanning Client Support Manager Gatwick, West Sussex Up to £37,500 Pension Benefits This is an excellent opportunity for you, an experienced Paraplanning Client Support Manager to join a leading Financial Management organisation in Gatwick, West Sussex. You should be able to provide paraplanning services to the financial advisers. Your duties will include: Responsibilities and Tasks: - Research the most appropriate product using in-house and external software then discussing with advisors and compliance - Creating/updating suitability letters and presenting suitability reports to the advisors - Analysing clients existing products and keeping in house software up to date and accurate - Creating all new business paperwork (inc. completing Finance checks) - Producing accurate reports from in house database for meetings - using Voyant. Experience and Skills:- - Qualified to Diploma Level - Good knowledge of word, excel, outlook - High level of technical knowledge - Personal time management - Flexible attitude and ability to work under pressure - Accuracy and attention to detail - Initiative to develop own ideas and projects to assist in the in ongoing development of their client This is a fantastic opportunity to work for a leading Financial organisation in Gatwick but this position will go quickly so if you are an experienced Client Support Manager for a Paraplanning organisation please send your CV to me today

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