Client Account Manager
Thomas Carroll Caerphilly, United Kingdom TCIFA Account Management Hybrid Company Description
Founded in 1972, Thomas Carroll Group plc is one of the biggest employee-owned companies in Wales. We provide a breadth of professional services for businesses and individuals, including business and personal insurance broking, employee benefits, wealth management, health & safety and employment law consultancy. Our people and the relationships we build with our clients are our differentiating strengths. In an industry where companies are increasingly sold or acquired by larger companies, we remain fiercely independent to ensure that we have a long-term succession plan in place for our employees and can always offer our clients the best help and advice available. In December 2023, Thomas Carroll Group turned all 181 of our employees into co-owners of the company, made possible through the establishment of an Employee Ownership Trust (EOT). This move cemented our commitment to maintain our independence, increase employee engagement, and continuously invent and innovate to remain an industry leader. Position
Main Responsibilities Manage your workload to make sure that it is appropriately prioritised Interaction with clients and providers to collect and collate information in respect of enquiries, alterations and ongoing reviews Management of the review schedule and preparation of client review documents Prepare documentation for client review meetings and arrange review meetings Provide information to clients and providers on an ongoing basis in respect of current policies and arrangements Process new business and top up applications, correspondence and adjustments efficiently, effectively and in accordance with FCA and Thomas, Carroll procedures Check all documentation for accuracy before issuing to clients or appropriate parties Debt management work to ensure fees are collected and allocated appropriately Assist the Finance Team with any accounting queries, the allocation of cash received and settlement of accounts Maintain accurate client and prospect records at all times Build good working relationships with insurers, clients and prospects Assist colleagues in the completion of their duties Direct leads to other companies within the Thomas, Carroll Group Undertake and participate in work related projects as requested Build good working relationships with internal and external clients Requirements
Skills & Job Requirements Wealth Management / Financial Services experience dealing with private clients (3 years+) Knowledge of pensions, retail investments and protection Excellent interpersonal skills Detail oriented Strong organisational skills An effective team player Be open to additional learning and development experiences Job Type & Working Hours
Full-time, 35 hours per week, hybrid working. 9am to 5pm, Monday to Friday, including paid lunch break for one hour. Salary range £27,000-£30,000 depending on experience. Other information
Thomas Carroll Group PLC Pendragon House, Crescent Road, Caerphilly CF83 1XX Contact: contact@thomas-carroll.co.uk Phone: 02920 887733 Thomas Carroll are an Equal Opportunity Employer and are committed to excellence through diversity.
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Thomas Carroll Caerphilly, United Kingdom TCIFA Account Management Hybrid Company Description
Founded in 1972, Thomas Carroll Group plc is one of the biggest employee-owned companies in Wales. We provide a breadth of professional services for businesses and individuals, including business and personal insurance broking, employee benefits, wealth management, health & safety and employment law consultancy. Our people and the relationships we build with our clients are our differentiating strengths. In an industry where companies are increasingly sold or acquired by larger companies, we remain fiercely independent to ensure that we have a long-term succession plan in place for our employees and can always offer our clients the best help and advice available. In December 2023, Thomas Carroll Group turned all 181 of our employees into co-owners of the company, made possible through the establishment of an Employee Ownership Trust (EOT). This move cemented our commitment to maintain our independence, increase employee engagement, and continuously invent and innovate to remain an industry leader. Position
Main Responsibilities Manage your workload to make sure that it is appropriately prioritised Interaction with clients and providers to collect and collate information in respect of enquiries, alterations and ongoing reviews Management of the review schedule and preparation of client review documents Prepare documentation for client review meetings and arrange review meetings Provide information to clients and providers on an ongoing basis in respect of current policies and arrangements Process new business and top up applications, correspondence and adjustments efficiently, effectively and in accordance with FCA and Thomas, Carroll procedures Check all documentation for accuracy before issuing to clients or appropriate parties Debt management work to ensure fees are collected and allocated appropriately Assist the Finance Team with any accounting queries, the allocation of cash received and settlement of accounts Maintain accurate client and prospect records at all times Build good working relationships with insurers, clients and prospects Assist colleagues in the completion of their duties Direct leads to other companies within the Thomas, Carroll Group Undertake and participate in work related projects as requested Build good working relationships with internal and external clients Requirements
Skills & Job Requirements Wealth Management / Financial Services experience dealing with private clients (3 years+) Knowledge of pensions, retail investments and protection Excellent interpersonal skills Detail oriented Strong organisational skills An effective team player Be open to additional learning and development experiences Job Type & Working Hours
Full-time, 35 hours per week, hybrid working. 9am to 5pm, Monday to Friday, including paid lunch break for one hour. Salary range £27,000-£30,000 depending on experience. Other information
Thomas Carroll Group PLC Pendragon House, Crescent Road, Caerphilly CF83 1XX Contact: contact@thomas-carroll.co.uk Phone: 02920 887733 Thomas Carroll are an Equal Opportunity Employer and are committed to excellence through diversity.
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