Our client, a rapidly expanding company based in Basildon is looking for a Technical Financial Services Relationship Manager to join their team on a permanent basis. This role would suit a degree educated technical Para planner who has outstanding relationship building skills, is technically minded with experience of Python and/or Julia.
The main focus of this role is to ensure the customer is provided with a first class service from initial signup of the on-line tool, right through their journey with you. From the take up of this Fintec service, you will be one step ahead of the customer ensuring that they know what is happening before they have to ask the question.
In addition to the outstanding customer service you will offer, you will work closely with colleagues and investment and Quantitative Analysts to ensure the whole process runs smoothly. You will be responsible for on-boarding new users, dealing with all aspects of the process from the initial set up to providing training. You will take the lead to answer customer queries as and when they arise which will range from "how do I" to more complex issues.
This is a fantastic opportunity to join a forward thinking company where over time you could build and develop your own team.
We are looking for someone with:-
Experience of working in a technical Para planning role.
An understanding of what Financial Advisers and Planners do.
Knowledge of the ins and outs of retirement modelling.
Ability to provide clear explanations and put complex issues into plain English for customers.
The preferences is a financial or mathematical related Degree.
Coding experience in Python and Julia with the ability to identify software bugs is preferred.
If you have a Financial Planning qualification it would be an asset.
In return for your hard work our client is offering:-
A competitive salary
Non-contributory pension scheme
Hours are 9.00am to 5.00pm Monday to Friday (Flexible hours and hybrid working is available)
Assistance with relevant professional qualifications and memberships
If you have the relevant skills and experience required for this role, please apply with your CV via this website.