The purpose of this role is to be the key relationship manager for all clients allocated to you, to liaise with and co-ordinate the delivery of services. You will directly contribute to clients’ success through applying your technical expertise and meet revenue and billable goals/targets agreed with your line manager. You will also contribute to the development of services and new approaches and demonstrate a natural ease and effectiveness when dealing with clients and colleagues through the development of strong business relationships.
Posted: 21/01/2019 11:34
Deadline: 21/04/2019 23:59
Benefits: Good Benefits
Job Type: Full Time
Client and account management
To provide a monthly update on key client developments and your activities.
Develop and maintain partnerships in a friendly and professional manner with clients in order to support their relationship with Ascot Lloyd.
To keep up to date with legislative and industry practice changes to ensure governance and policy management requirements are maintained accordingly.
To provide in depth consultancy services to all clients and to act as a focal point within the company for the delivery of all pensions and employee benefit services/products.
To provide accurate and timely advice on products and services for all allocated clients and for these to be delivered in such a way that provides positive experiences.
Build strong working relationships with all client contacts to ensure you keep abreast of scheme and employer requirements and developments at all times.
Keep all relevant employees appraised of client requirements to ensure optimal communication and work planning.
You will keep all client agreements under review to ensure they are current and up to date.
Ensure rates for insurance of protection benefits are reviewed regularly and policies accord with client’s requirements.
Prioritise and manage own workload to ensure that work is completed within agreed service levels.
Participate in prospecting opportunities through networking and facilitate new business introductions as part of the wider team.
To provide a monthly update on prospective client developments and your activities.
You will endeavour to obtain referral business from the client and keep in contact with senior employees who change roles
You will maintain links with the employer (as opposed to trustees) to offer any additional services and to keep abreast of company situation/development.
Both you and the administration team have a duty to identify potential individual opportunities that can be passed to our IFA colleagues.
You will keep all client agreements under review to ensure they are current / relevant/ and tailored.
Identify and bill additional fees.
Other duties & responsibilities
Legislation and scheme design
Keep yourself updated of all changes within the pensions Industry both in terms of legislation changes and requirements and market trends generally.
Provide clear, concise, accurate and timely technically advice on pensions and employee benefit schemes to trustees and employers.
Ensure all scheme documentation is up to date to reflect legislative changes and trustee/employer decisions.
Liaise with technical consultants with regard to key technical issues on behalf of clients to ensure client, consistent and accurate advice given at all times.
Ensure all statutory documentation is provided to the relevant bodies within the time frames (SFS, scheme annual return, etc).
Attend internal and external training events to maintain your CPD.
Attend regular training with the Technical Team.
Trustee & Governance Services
Agree and attend/chair/provide secretarial services to all allocated clients. Ensure that the relevant number of Trustee and client meetings are organised and held each year.
Ensure agenda/documentation issued before and minutes produced, and distributed both internally and externally after each meeting in a timely fashion.
Liaise with and provide support to other Trustees advisers (actuaries /accountants /auditors /solicitors) as required and organise their attendance at meetings as required.
Hold pre-and post trustee/client planning meetings with relevant employees to ensure optimal communication and work management.
This role does not require FCA regulation, but may be advantageous. You will be and will be required to retain your expertise in all occupational pension schemes (trust and contract based) and protection schemes. Depending on experience, we may require you to make progress with the pension management institute and/or CII qualifications.
Experience & core skills
Self-Starter attitude and ability to work with ambiguity
Strong analytical and creative skill
Excellent interpersonal skills
Drive and ability to plan, prioritise and manage workloads
Ability to follow processes and procedures in a compliant manner
Excellent communication skills, both written and verbal
Enthusiastic, positive and confident telephone manner
Attention to detail
Ability to work towards and achieve monthly targets in what can be a fast-paced environment
Excellent record keeping skills
Ascot Lloyd people
Place the client at the centre of all their actions.
Are professional, well qualified experts in their field.
Know their own strengths and focus on what they do best.
Support each other to optimise the client’s experience.
Have high integrity.
Are up front and fair.
Are consistent in their positive outlook, intentions and client centric thinking.
Understand that whilst working hard brings results, questioning the way things are done, always looking for efficiencies and striving for improvements in the way they work will bring better results longer term.
Are supportive team players who keep the interests of the company at the forefront of everything that they do.
Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.
Log in to your account
Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.