2 jobs found in kimbolton

Employee Benefits Account Manager Location: Kimbolton, Cambridgeshire Salary: £30,000 - £35,000 Duration; Permanent, Full time, Hybrid We are working with a highly regarded Independent Financial Advice firm who are looking for an Employee Benefits Account Manager to join their busy Kimbolton office and assist in providing a highly personalised financial planning and investment management service. They are looking for someone with a Financial Services or Account Management background who has excellent client facing and Administrative skills. In the Role you will work closely with the Employee Benefits Consultant and be managing Group policies including : * Group Pensions schemes * Group Life Assurance * Group Death in Service * Life policies * Income Protection * Critical Illness Role Responsibilities of Employee Benefits Account Manager: * Administering a portfolio of corporate clients * Act as the point of contact with corporate clients...

Location: Kimbolton, Cambridgeshire Salary: £25,000 - £30,000 Duration: Full time, Permanent, Hybrid (working from home 1 day a week) We are working with a highly regarded Independent Financial Advice firm who are looking for a new Financial Planning Administrator to join their busy Kimbolton office and assist in providing a highly personalised financial planning and investment management service. Financial Planning Administrator Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures. * Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs...