Client Relationship Manager

NFP; Bromsgrove; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Client Relationship Manager to enhance service delivery and client satisfaction. This role involves preparing annual reviews, managing client information, and ensuring compliance with industry standards. The ideal candidate will have a strong background in private client financial planning and excellent communication skills. Join a collaborative and vibrant work environment that values flexibility and personal development, where you can thrive and make a significant impact on client relationships.

Benefits

Flexible working hours

Casual office environment

Career development opportunities

Employee benefits and socials

Inclusion and belonging initiatives

Qualifications

• Experience in private client financial planning is essential.
• Strong knowledge of back-office software and cashflow modelling.

Responsibilities

• Prepare client review meetings and suitability reports.
• Manage client information and handle ad hoc queries.
• Liaise with Compliance and Accounts departments.

Skills

Private client financial planning

Back-office software

Microsoft Office

Cashflow modelling software

Verbal communication

Written communication

Compliance standards

Accuracy and prioritization

Education

Experience in wealth/financial planning

Tools

Back-office software

Cashflow modelling software

Microsoft Office suite

Job description

Who we are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organisation of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.nfp.co.uk.

About the role
We are recruiting for a Client Relationship Manager to provide administrative support, and taking ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service.

Overview of duties

• Preparation of client annual review meetings and compliant ongoing suitability reports
• Following Adviser review meetings
• Preparation of client documentation for switches/withdrawals/top-ups and submission
• Preparation of switch/withdrawal/top-up suitability reports in compliant fashion for adviser
• Execution of additional business submission with Providers
• Manage ongoing client information on back office
• Deal with any ad hoc client queries
• Liaise with Compliance Department, Accounts and other parts of the business to manage

Person specification

Knowledge, skills and abilities

• Previous experience working within the private client financial planning industry is necessary
• Strong working knowledge of private client back-office software
• Good IT skills including Microsoft Office suite
• Experience of cashflow modelling software
• Honest and trustworthy with a desire to work to the highest standards of compliance
• Excellent verbal and written communication skills
• Ability to work to a high level of accuracy and prioritise effectively

Education / and or Experience

• Previous experience in a wealth / financial planning role

Key Information

Hours: Monday - Friday, 35 hours
Location: Bromsgrove, Hybrid

What you’ll love about us
We may be a global business, but our culture is united and truly collaborative. We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office.

We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials. Joining NFP means you’ll get plenty of opportunities to invest in your career and personal development.

Attractions - NFP

• We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working.
• Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how.
• We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets.
• We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work.
• Our inclusion and belonging initiatives and charity work form a large part of this. NFP has an Executive Board member as well as Board made up of individuals from across our entire business dedicated to inclusion and belonging.

If this sounds like something in which you are interested, please apply or contact Lucy Reed for further information.

NFP and You... Better Together!