Client Acquisition Specialist
Posted 6 days ago
- Newburn, Tyne and Wear
- Permanent
- £31,396 /Yr
- Sponsored
- Expires In 22 days
BMC Recruitment Group are currently recruiting for a Client Acquisition Specialist to join our client who are an award-winning group of financial services and technology companies based in Newburn, Newcastle Upon Tyne.
Key Benefits they offer:
* Salary remuneration of £31,396 inclusive of a bonus.
* Full-time permanent position
* Working Hours - Monday to Friday 8:30am - 5:30pm (1hr Lunch)
* Hybrid Working following training - Typically 2 days from home - 3 days office based
* Free on-site parking
* 33 days annual leave, including bank holidays (increases with length of service)
* Company pension contribution (increases with length of service)
* Financial Services Academy – Allowing employees to develop their career within the wealth management sector
* Company/team events throughout the year
Your Duties & Responsibilities include:
* Client Acquisition from Advisers
* Due Diligence and Client Evaluation
* Servicing Disputes and Adviser Queries
* Adviser Payment Queries and Uplift Requests
* Weekly Reporting and Tracking
You will need:
* Strong communication skills
* Strong analytical skills
* Strong problem-solving and decision-making skills.
* Strong organisational and time management skills.
* Knowledge of MS Office products, such as Excel and Word
* Show excellent attention to detail.
* Working towards set deadlines or targets.
* Ideally experience in handling adviser-related payment queries, uplift requests, and servicing disputes
* Quality check work or have worked to set quality scores.
* An interest in working within financial services/pensions.
* Managed your own workload
Key Benefits they offer:
* Salary remuneration of £31,396 inclusive of a bonus.
* Full-time permanent position
* Working Hours - Monday to Friday 8:30am - 5:30pm (1hr Lunch)
* Hybrid Working following training - Typically 2 days from home - 3 days office based
* Free on-site parking
* 33 days annual leave, including bank holidays (increases with length of service)
* Company pension contribution (increases with length of service)
* Financial Services Academy – Allowing employees to develop their career within the wealth management sector
* Company/team events throughout the year
Your Duties & Responsibilities include:
* Client Acquisition from Advisers
* Due Diligence and Client Evaluation
* Servicing Disputes and Adviser Queries
* Adviser Payment Queries and Uplift Requests
* Weekly Reporting and Tracking
You will need:
* Strong communication skills
* Strong analytical skills
* Strong problem-solving and decision-making skills.
* Strong organisational and time management skills.
* Knowledge of MS Office products, such as Excel and Word
* Show excellent attention to detail.
* Working towards set deadlines or targets.
* Ideally experience in handling adviser-related payment queries, uplift requests, and servicing disputes
* Quality check work or have worked to set quality scores.
* An interest in working within financial services/pensions.
* Managed your own workload