Client Relationship Manager

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

Job summary

An established industry player is seeking a dedicated Client Relationship Manager to enhance service delivery and support client needs. This role involves preparing client documentation, managing client information, and ensuring compliance across all interactions. The company promotes a collaborative culture with a flexible working environment, allowing employees to thrive both personally and professionally. Join a team that values integrity and high standards while providing opportunities for career advancement and personal development. If you're passionate about delivering exceptional client service in a dynamic setting, this role is perfect for you.

Benefits

Flexible working hours

Career development opportunities

Casual office environment

Employee benefits and socials

Qualifications

• Experience in private client financial planning is essential.
• Strong knowledge of back-office software and IT skills required.

Responsibilities

• Prepare client annual review meetings and documentation.
• Manage ongoing client information and deal with queries.
• Liaise with Compliance Department and other business areas.

Skills

Private client financial planning

Back-office software

Microsoft Office

Cashflow modelling software

Communication skills

Compliance standards

Accuracy and prioritization

Education

Experience in wealth/financial planning

Tools

Microsoft Office suite

Private client back-office software

Cashflow modelling software

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.

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

NFP and You... Better Together!