USING YOUR SKILLS, YOU WILL BE:

• Gathering information: liaise with product providers, human resources, other third parties as well as conducting client research consisting of in-depth analysis of many different types of financial contracts
• Client servicing: respond promptly to client enquiries, in line with agreed levels of service, regarding their existing arrangements, renewals and any changes in circumstances. Oversee project work where required
• Implementing new clients: supporting Consultants and Account Managers to onboard new clients ensuring the benefit package meets the clients’ needs and all reports / market analysis / account manager process guides / summary of benefits are produced accurately within agreed timeframes
• Teamworking: work in conjunction with the relevant Consultant to ensure that client expectations are exceeded in terms of the service levels and information provided
• Adhere to NFP Standards: work in line with the agreed standards and process guides for Account Management to ensure that all clients receive outstanding customer service
• Account development/new business generation: generate market intelligence and key information regarding potential new opportunities to develop clients and increase the NFP portfolio ensuring this information is promptly recorded and passed onto the relevant person
• Updating system: keep the back-office system up to date with client information and provider contacts to ensure that high levels of customer service are delivered. Ensuring that all commission/fee expectation information is recorded correctly
• Attending client meetings/conference calls: both with Consultants and individually as appropriate
• Client reviews: producing detailed policy summaries, recommendation reports and portfolio valuations for client review meetings ensuring appropriate sign off has been obtained and clients receive the most up to date and relevant information and guidance

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At NFP, your sense of purpose will stretch far beyond your job role. With numerous opportunities to support charities and local initiatives close to our heart, you’ll be able to join us in making a real difference.

• Numerous charity fundraising challenges and events throughout the year
• Opportunities to volunteer and give back to the community
• Award-winning apprenticeship program, helping young adults from local schools take their first steps into the world of wor