Account Manager
Location: North London
£25k-£35k (Depending on relevant industry experience)
Our client is a highly successful, medium-sized Wealth Management firm that offers a wide-range of services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.
Due to the continued success of the firm, they are now requiring an Account Manager to join and strengthen their team.
The successful candidate will ideally have a minimum of two years relevant industry experience with the ability to ensure work is carried out in a compliant manner.
Key tasks and responsibilities:
As an Account Manager, you will be responsible for the full administration of Work Place Pensions and Group Risk benefits other duties including:
– Processing of new entrants, leavers and retirees
– Update and process monthly pension schedules
– Processing risk claims
– Arranging meetings for the consultant
– Providing general administrative support
This role requires the following skills and attributes:
– Excellent time management skills
– Excellent communication skills
– Understanding of using XPlan
– Good knowledge of Microsoft software eg Excel, Outlook etc
– Excellent attention to detail
Benefits
– Hybrid working
– 25 days holiday
– Excellent pension scheme