Client Relationship Manager

2MRW Group; Fareham; On-site; GBP 28,000 - 40,000; Full time

Job summary

2MRW Group in Fareham, Hampshire, is seeking a Client Relationship Manager to support clients, Financial Planners and the Operations Director within a small, independent firm.

The role emphasizes preparation of paperwork, processing applications, and maintaining top-quality client service using provider platforms and Intelligent Office back office system. A proactive communicator with strong organisation will thrive here.

Qualifications

• Organised with strong attention to detail.
• Strong interpersonal and communication skills.

Responsibilities

• Sending and chasing Letters of Authority.
• Processing and submitting all business applications and chasing through to completion.
• Processing and submitting Withdrawals, Top Ups, Switches and Bed and ISAs, chasing through to completion.
• Produce portfolio valuations and Annual Review paperwork including the Suitability Letter.
• General administration including meeting clients, greeting, parking, post.

Skills

Client relationship management

Interpersonal skills

Attention to detail

Communication skills

Tools

Intelligent Office back office system

Provider platforms

Job description

We are seeking a Client Relationship Manager for our Financial Planning & Wealth Management firm based in Fareham in Hampshire.

We are interested in you, if you have experience in a similar role in Financial Services and want to work in a small and tight knit Financial Planning team; want to be involved in all aspects of the business; learning and shaping the way we care for our clients; want to learn from an experienced team with progression opportunities for the right individual.

Candidates that fit our Core Values will enjoy working in a small independent firm and will embrace technology and working in a team setting.

Our team are measured on and display these Core Values:

• Our clients are at the heart of what we do
• Exhibits modesty and humility alongside confidence
• Always has a positive attitude
• Constantly looking to improve
• Behaves in a Professional manner and has Integrity
• We prioritise measurable results over the appearance of busyness

Position Overview

The position will involve providing support for our clients, Financial Planners, Paraplanners and the Operations Director.

Thorough computer skills are essential and in particular a working knowledge of provider platforms is essential and use of Intelligent Office back office system would be desirable.

Initial Areas of Responsibility

• Sending and chasing Letters of Authority
• Processing and submitting all business applications and chasing through to completion
• Processing and submitting Withdrawals, Top Ups, Switches and Bed and ISAs, chasing through to completion
• Produce paperwork including portfolio valuations in advance of client annual review meetings including the Annual Review Suitability Letter following the Annual Review
• General administration including meeting and greeting clients, parking management, mailshots, incoming/outgoing post
• Being first point of contact for clients

Qualifications

• Organised with strong attention to detail
• Strong interpersonal and communication skills

We are seeking a Client Relationship Manager for our Financial Planning & Wealth Management firm based in Fareham in Hampshire.

We are interested in you, if you have experience in a similar role in Financial Services and want to work in a small and tight knit Financial Planning team; want to be involved in all aspects of the business; learning and shaping the way we care for our clients; want to learn from an experienced team with progression opportunities for the right individual.

Candidates that fit our Core Values will enjoy working in a small independent firm and will embrace technology and working in a team setting.

The position will involve providing support for our clients, Financial Planners, Paraplanners and the Operations Director.

Thorough computer skills are essential and in particular a working knowledge of provider platforms is essential and use of Intelligent Office back office system would be desirable.