Korean Speaking Consultant
£30－40K per annum
・Draft reports to Clients on specific Client issues.
・Draft and co-ordinate technical reports and research for Client presentation.
・Oversee changes/restructures of Clients’ benefit arrangements.
・Provide day to day Client administration
・Manage a portfolio so client goals are met in accordance with specified objectives and constraints. Building and targeting a prospect list as part of new business development strategy
・Updating and maintaining Xplan and portfolio
・Ensuring product knowledge is kept up to date by means of regular update meetings with the insurers and self-help regarding products, insurers and adhering to legislation.
・Managing all processes including renewals in FCA compliant manner. Dealing with client enquiries/problems.
・Liaising and building ongoing relationships with clients, insurers and introducers.
・Assist with recording and tracking client renewals, client meeting notes and new-business
・Assist with reviewing private medical insurance Group Secretary Reports on a monthly basis and advising clients accordingly.
・Arranging business travel as required. Managing own diary
・Ongoing update of Training & Development file. Carrying out admin tasks associated with the role.
・Supporting/Assisting administrative staff with H&R queries. Adhering to regulatory requirements at all times
・Working in accordance with Data Protection and adhering to conduct risk at all times Other ad hoc tasks as required
Who we are looking for
・Relationship building Negotiating
・Full understanding of the procedures relating to the different categories of business and ensure they conform to regulatory and the Firm’s standards.
・All relevant practices and disciplines relating to risk and healthcare benefits.
・Available products and services in all relevant areas of risk and healthcare advice. AML procedures – identifying & reporting suspicious transactions /activities
・Current and future financial legislation and regulation and their developments. Microsoft Office applications
Korean: Business level
English: Business level
Mon – Fri 9:00 am - 17:00 pm
Candidate must be eligible to work in the UK