Client Services Manager

Are you a Client Services Manager with a passion for delivering excellent customer service? Do you have people management experience and excellent communication skills?

Our client, based in Tunbridge Wells, is seeking an experienced and hands-on Client Services Manager to oversee all aspects of their service delivery. You will be managing a team dedicated to servicing customer requirements and administering customer accounts. You will be responsible for management reporting and monitoring systems and processes to ensure your departments efficiency.

Duties of the role include:

– Management of all client services staff, including development, appraisal, training and discipline.
– Implement and monitor industry or legislation changes to procedure and systems
– Ensuring daily workload is completed in alignment with agreed service levels
– Ensuring your team/department meets company compliance practices and is compliant in all actions
– Maintain an up to date knowledge of HMRC practices and procedures
– Maintain relationships with IFA sources of business
– Manage the quotation quality process
– Provide reports to Head of Operations
– Deal with complex administrative cases and refer to Head of Operations where necessary
– Plan and maintain resource capacity, skills and knowledge requirements

This role would suit someone with a minimum of 5 years experience in a similar role, and experience in a financial services environment. This role can be part time or full time and the client is open to contractors.

The ideal candidate will have:

– A background in financial services
– Knowledge of life assurance
– Knowledge of compliance and contract law
– Understanding of the principles of Treating Customers Fairly
– Excellent communication, interpersonal and negotiation skills
– Process analysis skills
– Staff/Team management experience
– Planning and project management skills
– An enthusiastic and positive outlook
– An analytical mind

For more information, please send CVs to Ellie or call the office.

At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a “clean” copy in Word. Thank you.

KH Recruitment Ltd is acting as an Employment Business in relation to this vacancy. KHR – Recruitment Specialists is a trading name of KH Recruitment Ltd. Keep in touch with us online for job alerts, industry updates and market trends…

Part Time Management Accountant (CIMA or ACCA)

Are you a CIMA or ACCA qualified Management Accountant, looking for an exciting new challenge, perhaps closer to home?

We are looking for an experienced Management Accountant to join a busy financial services company, just outside Maidstone, Kent. This role will be part of a small but busy team supporting the business with preparing for audits. This role will be part time, 25 hours over five days per week.

Duties of a management accountant include:

– Production of month end management accounts
– Maintaining ledgers and reconciliations
– Variance Analysis and Commentaries
– Supporting other departments and the management team to help make financial decisions
– Reporting on profit and loss accounts, budgets and cash flows
– Providing guidance for other team members including accountants and accounts assistants

This role would suit someone who has worked in Financial Services before. This role might suit someone with school run responsibilities or other commitments.

The ideal Management Accountant will have:

– Experience as a management accountant
– CIMA or ACCA qualification
– IT Literate with good use of MS Excel
– High level of numeracy
– Strong analytical skills
– Excellent communicator with sociable personality

If you are interested in this position or would like more information, please send your CV to Ellie or call the office.

At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a “clean” copy in Word. Thank you.

KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR – Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market…

Mortgage Consultant – Commercial

An excellent opportunity has arisen for a Commercial Mortgage Adviser to join a dynamic company. Reporting to the Sales Director you will use your experience to take ownership of the role and will be given the flexibility and trust to further develop it.

Mortgage Adviser Job Role:

*To receive mortgage enquiries by e-mail/telephone from new/existing sources, converting those enquiries into completed mortgage business. This includes the effective management of the ‘processing’ of cases from enquiry through to receipt of Application.
*To manage and develop effective, lasting relationships with external clients/lenders, pursuing the core objective of increasing revenues.

Process Related tasks

*Receive and process enquiries by telephone/e-mail and communicate appropriate recommendations to client with all data to be recorded on centralised database in line with published SLAs
*Establish an effective proactive system for the follow-up of all proposals made to improve the overall rate of conversion of enquiries to business
*Develop and maintain key client for own portfolio needs, to include a regular contact programme for all clients in line with the published sales process
*Provide clear written/verbal instructions to the Case Management Team, with respect to the processing of cases after Application, assuring the quality of work to be processed
*Maintain sound working relationships with key lenders in the market, ensuring that requests for funding are communicated to them clearly and without ambiguity
*Utilise all IT and sales support materials effectively to ensure timely and accurate advice
*Ensure that lenders’ core criteria/information requirements are satisfied prior to submission of Application to Case Manager
*Communicate Terms of Business clearly to the client

CeMAP and also a high knowledge of Commercial Lending experience would be required for this position.

Skills:
Appropriate professional qualification, ideally with a financial/business management orientation.

Proven ability to develop sound internal and external relationships (well-developed people ‘management’ and influencing skills)

Sound communication skills (written and oral)

Experience of working as part of a team motivated by a series of stretching business objectives with a sales/income orientation.
Innovation and creativity

This is an opportunity to join a great company that offers a fantastic benefits package and rewards their staff for hard work.

32k
Uncapped commission
Benefits and bonuses

At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a “clean” copy in Word. Thank you.

KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR – Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market…

Office Junior

Are you a recent school leaver, or graduate, looking to begin your career in financial services? Are you ambitious, with a strong work ethic, and the drive to succeed?

We are looking for a bright and resourceful Junior Administrator to join a growing financial services company near Westerham. No experience is necessary, only the willingness to learn and the desire to succeed. A keen interest in business would also be an advantage.

Duties of a Junior Administrator include:
– Answering the phone and transferring calls
– Preparing documents and sending to clients
– Liaising with the sales team, clients and suppliers
– Updating the database (Salesforce)
– Scanning and Filing
– Other Office duties

For the right candidate, this role would be the springboard into a career in sales and account management. Full training will be provided by the directors and other staff.

The right candidate will have:
– Left school, college or university with good grades
– Have a keen interest in business/finance
– Excellent IT skills
– Confidence and an excellent telephone manner
– The ability to work on own initiative
– Be willing to learn new skills
– Ambition and a desire to succeed
– A full UK driving licence and access to a vehicle

For more detail on the Junior Administrator position, or to apply, send CVs to Ellie or call the office.

At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a “clean” copy in Word. Thank you.

KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR – Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market…