Job Information

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