Job Information

A highly successful firm of Wealth Planners and Financial Advisors based in Surrey require a Client Manager.

Must have G60 or AF3 and be extremely knowledgeable with Technical reports and research. The role may suit a skilled Paraplanner or Financial Advisor.

The Client Manager role is not a sales role, it is a technical advisory position that allows the CM to accrue clients over time.

The ideal candidate

• High attention to detail & accuracy
• Confident in preparing and explaining numbers
• Ability and desire to listen and learn
• Smartly turned out, professional and ethical
• Ability to manage time and organise effectively
• Ability to work on own initiative, and as part of a team
• IT Literate, competent and comfortable with MS Word and Excel
• Excellent people, interpersonal and listening skills
• Report writing skills, with ability to explain financial terminology in plain English
• …and again... High attention to detail & accuracy

The daily role of a Client Manager

• Ownership of the client file, from the Client Service Agreement, to VoI documents to reports and evidence of research
• Ensuring client records are fully recorded and accurate, across Adviser Office, server records, Voyant and the client portal
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
• Completing relevant research and analysis of client future and existing arrangements, with continual reporting of relevant information via the client portal

• Sourcing clear and relevant investment reports and commentaries in line with client objectives, our investment philosophy and regulatory requirements
• Completion of quarterly valuations
• Extensive use of research tools and excel, along with regular application of tools on our wrap platforms
• Working with and supporting the team members of the firm, including other CMs