An exciting opportunity has arisen for a Client Relationship Manager (Desk based) to join a well established Pensions and Actuarial firm based in Sheffield. The main responsibilities will be maintaining a portfolio of clients, developing relationships over time, producing technical reports and analysis for clients.
Main duties will include:
* Deal with day to day queries relating to both new and existing business
* Analyse client financial situations, identify needs and proposal appropriate solutions to meet client needs and objectives
* Draft reports and letters to Clients on specific
* Provide technical data analysis for
The right candidate will ideally have the Full planning Certificate (ideal) and experience of working within a administrative/ client relationship role within an FS firm. This is an excellent opportunity for the right candidate to join a well established firm who offer an excellent career opportunities, bonuses and flexible benefits package.
Please quote 45935 when calling Sarah at Alexander Lloyd or email them at email@example.com. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.