Job Information

Client Manager Vacancy. Liverpool. Salary £33,000-£36,000. Will consider candidates who earn or are seeking more depending on experience.


Details 

• ·        Salary of £33,000 to £36,000
• ·        Holidays 22 days + 3 days Christmas shut down. Increases with length of service
• ·        Death In service 4x salary
• ·        BUPA PMI – Single cover
• ·        Pension
• ·        Sick pay, 1 Month Full pay + 1 Month at half pay. Increases with length of service

 

The Business

This Independent Financial Advisers have earned Chartered status and continuously give only the highest quality advice and provide an exceptional service to their clients. They have approximately 50 employees across their Advice, Paraplanning and Support team and good structure, processes and procedures in place.


The Role

The successful Client Manager will support the Advisers and with research and analysis to meet client objectives. Prepare client suitability and cash flow reports. Manage Adviser workflow and cases to ensure all are progressing correctly throughout the process.


Tasks

• ·        Obtaining and compiling financial analysis data
• ·        Analysing client data
• ·        Preparing cash flow analysis
• ·        Researching products to support recommendations
• ·        Compiling recommendations
• ·        Producing suitability reports
• ·        Be the main point of contact for the client and deal effectively with queries
• ·        Manage client cases from start to finish, distributing work to the support team where necessary
• ·        Liaising with product providers and relevant third parties

 

Please apply or call/text/whatsapp Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.