Triage Relationship Manager

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About the Role

Team: New Client Team

Position: Triage Relationship Manager

Salary: £20,000 - £23,0000 per year

Key Responsibilites

  • Completing introductory calls from various lead generation sources to understand the clients needs, explain and refer into our services.

  • Ensure effective diary management through completing requisite call amounts.

  • Work with clients to understand their retirement objectives and gather first level details to pass to our advisers.

  • Various administration duties including ensuring data collection from client communication is correct and timely.

  • Support and assist in administration duties of our Adviser team.

Desirable Experience and Education:

Essential Skills and Experience:

  • Experience in a ‘sales’ and telephone communication roles.

  • GCSE’s at C/5 or above including Maths and English.

  • Computer Literate with proficiency in all Microsoft Packages.

  • Proactive with great attention to detail.

  • Generalist administrative experience in a fast-paced business would be an advantage.

Our Offer:

  • A competitive salary.

  • Industry leading training and development schemes.

  • Paid social events.

  • Enhanced holiday package

Ready to Apply?

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