About The Company
The company is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, they manage almost £9 billion of client assets from 13 offices across the UK, employing c.500 professionals.
About The Role
Based in Bristol; we are currently looking for a Team Leader to manage the Client Administration Team on a Fixed Term basis until the end of the year.
Our Client Administration team deal with amendments to client’s policies/accounts such as: changes of name, sums assured, date of birth, term, frequency, servicing agent and premium amendments.
We also supply customers with information about policies/accounts – such as projections, valuations, transaction histories; and we also process unit cancellations including switches, withdrawals, income sweep, surrenders and transfers out for all life products, including ISAs and GIAs.
Due to a recent internal move; we are currently looking for an experienced team leader to manage this team.
In addition to a traditional line management role; this position will give you the opportunity to review current processes and recommend and implement the required improvements.
This would be a great role for candidates who have experience of working in Financial Services (e.g. Wealth Management / Insurance/ Protection) who want to work in a great team environment in the center of Bristol.
Skills & Experience
Successful candidates are likely to demonstrate the following:
Team Leading experience
Life/Pensions/Investments product knowledge
An understanding of (or ability to quickly understand) CASS regulations
Excellent customer services skills
High degree of organisation
The ability to learn and review new processes quickly
Good communication skills both verbal and written.
Proficient in Word, Excel