Case Manager

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. Hours: 5 days per week Monday to Friday - 9am until 5pm. Salary; £25,000-£27,000p/a depending on experience Contract type: Permanent Benefits; 1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition) 2. NHS Top up Medical Cash Plan (increasing with length of service) 3. Gym membership 4. Free onsite parking 5. Bike to work scheme 6. Exam support and funding 7. Inhouse development path for those that want to develop throughout the various roles 8. Team socials Role purpose: An exciting new opportunity has arisen, and the role will be in the Case Management Team providing admin/pa support to the business's Financial Advisers and wider business. Build client relationships and their experience of being a client.CM Team is the centre of all client interaction and experience working closely in tangent with the financial advisers. Role purpose building our client relationships and their experience of being a client.CM is at the heart of all client interaction and experience working closely in tangent with the clients adviser. Proactive monitoring and management on all client cases from start to finish with the aim of achieving efficient start to finish processs that contribute to internal process and external client experience. Regular (minimal tri-weekly) direct client updates of ongoing cases (business, death cases and any other complex admin request such as DOA/Stock transfers). Preference is phone call to build client relations, unless client specifies email. Completion of client tracker and this is kept fully up to date. This is the ultimate priority. Weekly scheduled adviser meetings running through pre agreed CM Team Meeting agenda to ensure all areas are covered Managing sign-ups ownership - Booking & Chasing sign-ups to ensure they are booked in as soon as possible to Sign up packs for business no prep now but ensuring all sign up packs are to advisers timely and are scanned back timely to file and Paraplanner once meeting has been concluded and the business is ready to be submitted - pack creation by PP team Sending and monitoring of TT forms for new business payment, chasing of payments in a timely manner to ensure funds come across to the company promptly New business basics pack check/prep and pass through to PP team, ensuring basic information is in file (following guide for each business of minimum requirements of CM) Fluid updating when required for case updates in status Working with Paraplanner to ensure all relevant info from advisers is obtained and supporting them with any chasing of outstanding documents with clients and advisers Creation of Salesforce and Ibusiness records for all new clients, companies, trusts and trustees HMRC follow ups for Trust registration for new and top up business cases Completion of Corporate & Trust AML/ID for business Welcome calls to all new clients/bio & prep of welcome pack sending Ad hoc client actions/requests post client Annual review meetings Timely Death case management ensuring all parties to the case are treated with empathy, understanding and with the aim of concluding their case as timely as possible. Staying on top of outstanding actions and chasing to full conclusion, keeping the client updated at all times. The death case tracker must be completed at all times and on a regular weekly basis check in/action until conclusion. Monthly active Management of expiring prospects to ensure leads are kept on the system before expiry of 3 months Withdrawals taking instruction and completion of withdrawals keeping client up to date throughout entire process Complex tasks completion DOA/Stock transfers Active Adviser Inbox management keeping on top of adviser incoming emails, dealing with what can be dealt with by the admin team. Analytics on request from Adviser Full client updates are kept up to date and always recorded by client contact record or SF Answering of incoming office calls Supporting with other office ad hoc projects and resource Protection application keying on of application by ad hoc request Person Specification: Genuine interest in Financial Services Confident phone manner and dealing with clients Keen to develop and learn High level of attention to detail Highly organised and works with a proactive attitude Excellent written and verbal communication skills Excellent IT Skills Approaches work positively with a can-do attitude and take responsibility for own tasks Manages time effectively and can work within set timescales Works well as an individual and as part of a large team This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. TPBN1_UKTJ