Client Relationship Manager

AON PLC; Bromsgrove; On-site; GBP 28,000 - 42,000; Full time

Job summary

NFP is looking for a Client Relationship Manager to support our Wealth team in Bromsgrove. You will provide administrative support across service delivery, working closely with the Office Manager and Advisors to deliver outstanding customer service.

Ideal candidates will have private client experience, strong IT skills including MS Office, familiarity with cashflow modelling software, and a commitment to compliance with excellent communication abilities to ensure accurate and timely client

Qualifications

• Experience in the private client and financial planning industry.
• Strong IT skills including Microsoft Office suite.
• Experience with cashflow modelling software.
• Committed to high compliance standards.
• Excellent verbal and written communication skills.
• Accurate and able to prioritise workload.

Responsibilities

• Prepare client annual review meetings and maintain compliance in ongoing suitability reports.
• Compile client documentation for switches/withdrawals/top-ups and submissions.
• Prepare switch/withdrawal/top-up suitability reports for advisers in a compliant fashion.
• Deliver additional business submissions with Providers.
• Handle ongoing client information in the back office to maintain accuracy.
• Follow Adviser review meetings.
• Liaise with compliance, accounts and other parts of the business to lead delivery.
• Address ad hoc client queries.

Skills

Private client experience

Back office software

Microsoft Office

Cashflow modelling software

Compliance awareness

Excellent communication

Tools

Microsoft Office suite

Cashflow modelling software

Back office software

Job description

Posting Description

We’re hiring for a Client Relationship Manager to support our growing Wealth team in Bromsgrove!

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.

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

Using these skills, you’ll be:

• 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 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 multifaceted, fast-paced organisation in an exciting industry
• the opportunity to do globally impactful work from day onelearning from industry and business line specialists with decades of experience
• a huge variety of projects to work on and challenges to tackle
• our People First culture, which illustrates our dedication 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 perks