Enable job alerts via email!
Client Relationship Manager
JR United Kingdom
Bromsgrove
Hybrid
GBP 60,000 - 80,000
Full time
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
Job summary
An established industry player is seeking a dedicated Client Relationship Manager to enhance service delivery and support client relationships. This role involves preparing client documentation, managing information, and ensuring compliance with industry standards. The ideal candidate will possess strong communication skills and a solid background in private client financial planning. Join a dynamic team where your expertise will contribute to providing exceptional customer service and fostering long-term client relationships. If you are passionate about delivering high-quality service and thrive in a collaborative environment, this opportunity is perfect for you.
Qualifications
- Experience in private client financial planning is essential.
- Strong knowledge of back office software and cashflow modelling.
Responsibilities
- Prepare client annual review meetings and ongoing suitability reports.
- Manage client information and deal with ad hoc queries.
Skills
Education
Tools
Job description
We are recruiting for a Client Relationship Manager to provide administrative support and take 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
- Preparation of client documentation for switches/withdrawals/top-ups and submission
- Preparation of switch/withdrawal/top-up suitability reports in a 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
- 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
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
job faster
