Client Relations Lead – Wealth Management

2MRW Group; Fareham; On-site; GBP 28,000 - 40,000; Full time

Job summary

2MRW Group in Fareham, Hampshire, is seeking a Client Relationship Manager to support clients, Financial Planners and the Operations Director within a small, independent firm.

The role emphasizes preparation of paperwork, processing applications, and maintaining top-quality client service using provider platforms and Intelligent Office back office system. A proactive communicator with strong organisation will thrive here.

Qualifications

• Organised with strong attention to detail.
• Strong interpersonal and communication skills.

Responsibilities

• Sending and chasing Letters of Authority.
• Processing and submitting all business applications and chasing through to completion.
• Processing and submitting Withdrawals, Top Ups, Switches and Bed and ISAs, chasing through to completion.
• Produce portfolio valuations and Annual Review paperwork including the Suitability Letter.
• General administration including meeting clients, greeting, parking, post.

Skills

Client relationship management

Interpersonal skills

Attention to detail

Communication skills

Tools

Intelligent Office back office system

Provider platforms

Job description

2MRW Group in Fareham, Hampshire, is seeking a Client Relationship Manager to support clients, Financial Planners and the Operations Director within a small, independent firm.

The role emphasizes preparation of paperwork, processing applications, and maintaining top-quality client service using provider platforms and Intelligent Office back office system. A proactive communicator with strong organisation will thrive here.