What are the responsibilities and job description for the Client Support position at Heat Recruitment?
Location
Taunton
Salary Competitive TypePermanent WorkplaceOn-Site Ref87506
Recruiter Managing This Role
Client Support
up to £32,000
Bath / Exeter
To have a thorough understanding of the sales process, client file requirements and FCA requirements. To deliver what clients perceive to be a personalised and high quality service. To familiarise yourself with each clients circumstances, objectives and timescales in order to provide a personalised service. Obtain information from providers on clients existing financial arrangements and prepare client valuations. Input all client information and history into the back office system. Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers.
Salary : $32,000
