Client Adviser

We are looking for a Client Adviser to join our team at Partners& in our Reading office.

If you’re considering a new chapter in your career and would like to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We’re looking for positive people with a can-do attitude to join our Partners& family.

We are a rapidly growing business that is passionate about our people and clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience.

The role

The purpose of this role is to support our advisory team with operational tasks, speaking to providers & clients alike, producing reports and documentation, building relationships within & outside of the organisation, contributing any suggestions for improvement for the team & its processes and actively participating in the business and its initiatives.

Responsibilities

• Responsible for the day to day service of client accounts
• Providing demonstrable proactive service to clients, prospective clients, and internal stakeholders
• Acting as a key contact for clients
• To act as point of reference with insurers and dealing with negotiations if required
• Working always to business operational standards, policy and processes
• Provision/drafting and insurance of core broking documentation,
• To build positive working relationships with internal colleagues and teams
• To work collaboratively as a team to write, renew and service clients using the full end to end broking process
• To use client applications accurately and as defined by the business including invoicing and maintaining data quality
• To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
• To maintain own learning and CPD Alignment with Partners& values (PACE)

Qualifications

• Cert CII or working towards (desirable)

Experience/ skills

• Excellent communication, administration and decision-making skills
• Ability to organise workflow, prioritising tasks and managing own time
• Confident in using Microsoft Suite
• Working knowledge of broking processes and regulatory standards (desirable)
• Up to date knowledge of FCA compliance rules (desirable)

Competencies

• Proactively review and reschedule priorities & timescales to meet the clients demands and needs with the aim to provide satisfaction of client’s expectations
• Confident in both raising & receiving concerns & know how to appropriately escalate issues
• Engage with other team members to achieve better customer outcomes
• Encourage others to embrace an inclusive culture
• Consider the wider context of situations & deal with any ambiguities
• Consistently role model professional principle, values & personal integrity in order to build trust
• Ensure stakeholders have the information & tools necessary to make capable & confident decision