Client Relationship Manager

NFP, an Aon company (Europe); Bromsgrove; On-site; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Matched pension contributions

Life Assurance

Group Income Protection

Job summary

NFP, an Aon company, is expanding in the UK and Ireland and seeks a dedicated Client Relationship Manager to provide administrative support across service delivery. You will work with the Office Manager and Advisors to deliver outstanding client service, maintain compliance, and manage back-office data and communications.

The role offers a dynamic environment with growth opportunities, a focus on accuracy, and a collaborative team culture that values client relationships and professional

Qualifications

• Previous experience in private client and financial planning is preferred.
• Strong IT skills including MS Office are important.
• Excellent verbal and written communication skills are required.
• Ability to work to a high level of accuracy and prioritise work.

Responsibilities

• Prepare client annual review meetings and maintain compliance in ongoing suitability reports.
• Compile client documentation for switches, withdrawals, and top-ups.
• Prepare of switch/withdrawal/top-up suitability reports for financial advisers.
• Deliver additional business submissions with Providers.
• Handle ongoing client information in the back office to maintain accuracy.
• Follow Adviser review meetings and liaise with the compliance department.

Skills

IT skills

Microsoft Office

Communication skills

Attention to detail

Compliance mindset

Tools

Cashflow modelling software

Job description

Here at NFP (an Aon company), we pride ourselves on being a local business with a global reach. This isn’t just corporate jargon, it highlights our commitment to building close, lasting personal relationships with our clients, while possessing the rare capability of solving their full range of business and people challenges around the world.

To keep up with our growth in the UK and Ireland, we're looking for a dedicated Client Relationship Manager to provide administrative support across all areas of service delivery, working closely with the Office Manager and relevant Advisors to deliver outstanding customer service.

This role will entail:

• Preparing client annual review meetings and maintain compliance in the ongoing suitability reports
• Compiling client documentation for switches/withdrawals/top-ups and submission
• Preparing of switch/withdrawal/top-up suitability reports in a compliant fashion for financial advisers
• Delivering additional business submissions with Providers
• Handling ongoing client information in the back office to maintain accuracy
• Following Adviser review meetings
• Liaising with the compliance department, accounts and other parts of the business to lead delivery
• Looking after any ad hoc client queries

We're looking for someone with:

• Previous experience working within the private client and financial planning industry
• A proven understanding of private client back office software
• Strong IT skills including Microsoft Office suite
• Previous experience of cashflow modelling software
• Transparency with a desire to adhere to the highest standards of compliance
• Excellent verbal and written communication skills
• An ability to work to a high level of accuracy and prioritise work effectively

We’re committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments at any stage of the application or interview process, please let our Talent Team know – we’ll do our best to support you. Please email [e-mail] for more on this.

Who is NFP

With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP is part of the Aon group and specialise in helping businesses in four core areas:

• Insurance (helping them manage key risks)
• Health and safety (supporting them to create a safer workplace for their employees)
• Employee benefits (helping them reward their people more effectively)
• HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you’ll love about working here

• Working in a dynamic, fast-paced organisation in an exciting industry
• The opportunity to do globally impactful work from day one
• Learning from industry and business line specialists with decades of experience
• A huge variety of projects to work on and challenges to solve
• Our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
• A rich suite of employee benefits and out-of-work perk

The great benefits we offer:

Finances

It’s important to know you’re paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.

• Matched employer pension contributions
• Life Assurance and Group Income Protection