Client Relationship Adviser

Anonymous 21000.00 British Pound . GBP Per annum

2019-01-11 12:17:05

Job location Sale, Cheshire, United Kingdom

Job type: fulltime

Job industry: Accounting

Job description

Job Title - Client Relationship Adviser

Location - Sale

Salary - £21,000


* Drive Retention and increase revenue from existing clients through adherence to the Contract and Contact Strategies.

* Proactively initiate and identify sales opportunities through inbound opportunities and existing clients

* Provide an excellent client experience and deliver company KPIs.

* Be personally responsible for a panel of Clients to create, develop and proactively manage long term business relationships remotely to promote the company's propositions and services.

* Deliver, at least quarterly, high quality calls to clients ensuring details are updated on our client system

* Fully understand the company services, propositions, charging structure, company business objectives, and ambition and have the ability to articulate the message of the company's competitive position in the market place.

* Carry out meaningful Fact Find and contract renewal telephone/Skype conversations to ensure a full understanding of the clients business in order to present a timely, appropriate and tailored contract proposal

* Achievement of revenue, profit and retention based targets to achieve Net Adviser Growth across the whole range of products & services offered by the company.

* Demonstrate an understanding of how the client business works - their current position, future aspirations and how the company can partner with them to make life easier

* Maintain data to ensure timely communication to customers and where appropriate other departments in regards to pending Regulatory, Professional, third party and company charges. Through the contact strategy

* Support and drive attendance/adoption of Events and Workshop

* To work with all relevant field staff to support the clients' needs and achieve a mutually satisfactory outcome for both the business and the client.

* Contribute as required to ensure the commercial success of the Group.

* Understand the wider company propositions in order to identify both opportunities and threats, understand the market landscape and regulatory changes.

* To undertake projects as and when required, to support the needs of the business or to achieve departmental objectives.

Experience Required:


* Proven sales/customer service experience either face to face or in a telephone based role.

* A track record of developing excellent relationships within a broker environment (Appointed Representatives and/or IFAs)


* Account Management experience in a regulatory or Intermediary environment

* Commercial or sales experience within the Financial Services sector

Please note that Mpeople Recruitment can not always respond to all applicants due to the high volume of CV's received on a daily basis. Should you not receive a response within 5 working days please accept this as not been successful. Mpeople wish you all the best in your job search

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