Our client provides wealth management and financial planning to a wide variety of clients and due on on-going success have an exciting new opportunity for a Client Relationship Manager.
The Client Relationship Manager, reporting to the Regional Client Delivery Manager, will collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes.
In coordination with Advisers, Paraplanners, and Client Service Administrators, the role will support the management of a client portfolios. Responsibilities include liaising with policy and platform providers, obtaining illustrations, processing new business applications, and tracking them through to completion.
The role is crucial in maintaining the Client/Adviser relationship, directly communicating with clients to keep them updated at each stage of the process and throughout their journey.
Experience
Previous IFA or Financial Services experience
Good knowledge of financial products, services and liaising with financial Providers
Experience of new business processing, submitting proposals to tracking them to completion
Good knowledge of compliance and regulatory procedures, document handling and data security
Client relationship management
Confidently use a back-office/CRM system
Team leadership or mentorship exposure
Experience in managing a client portfolio
Problem solving and workflow optimisation
Technical Knowledge
You will have a good understanding of Investments, Pensions, and other financial planning products understanding the processes employed to deliver them across Administration and Paraplanning
Excellent Benefits and bonuses.
All can be discussed upon application along with a full job description.