Client Relationship Manager

Oakfield Lee Financial Planning; Melksham; Hybrid; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Flexible working

Pension 5%

Death in service

Birthday day off

25 days holiday + bank holidays

Onsite parking

Enhanced parental leave

Industry qualifications

Job summary

Oakfield Lee Financial Planning in Melksham is seeking an experienced Financial Services Administrator/Client Relationship Manager to join our expanding team. You will own new business submissions and support the administration of our financial planning service.

You will have a proven track record of processing new business quickly and accurately, keeping clients and colleagues informed and ensuring cases move smoothly from submission to completion. Hybrid working available.

Qualifications

• At least three years’ experience in financial services administration in a new business capacity.
• Proven track record of independently managing new business submissions through to completion.
• Experience within a financial advice or financial planning environment.
• Knowledge of pension and investment administration, provider requirements and platforms.
• Excellent attention to detail and a consistent approach to checking documentation.
• Strong organisational skills and ability to prioritise competing deadlines and manage an active caseload.
• Confident, professional communication with clients, providers and colleagues.
• Competence with Microsoft Office, CRM systems and provider portals.
• Understanding of confidentiality, data protection and accurate records.
• Proactive approach: follow up outstanding work and resolve issues.

Responsibilities

• Prepare and submit new business applications for pensions, investments and protection.
• Manage cases from submission through to completion, tracking progress and resolving requirements.
• Process pension transfers, investment transfers, withdrawals and other policy instructions.
• Check documentation against adviser instructions and raise discrepancies promptly.
• Liaise with clients, advisers, paraplanners and providers for a smooth service.
• Obtain policy information, valuations and transfer details, including letters of authority.
• Maintain up-to-date client records and audit trails in our CRM.
• Support client onboarding with identity verification and AML checks.
• Keep clients and advisers informed of progress and actions required.
• Support wider client administration and contribute ideas to improve processes.

Skills

Financial services admin

Client relationship

Attention to detail

Organisational skills

Microsoft Office

CRM systems

Communication with clients

Tools

Xplan

Job description

Salary: £28,000–£35,000 per annum, depending on experience

Hours: Full-time, part time considered for the right candidate

Location: Melksham office. Hybrid working considered for the right candidate.

Benefits: Truly flexible working, 5% matched pension contributions, death in service, 25 days holiday (plus bank holidays), plus an extra birthday day off, onsite car parking. Enhanced parental leave after 2 years service, funded industry qualifications.

About the role

Salary: £28,000–£35,000 per annum, depending on experience

Hours: Full-time, part time considered for the right candidate

Location: Melksham office. Hybrid working considered for the right candidate.

Benefits: Truly flexible working, 5% matched pension contributions, death in service, 25 days holiday (plus bank holidays), plus an extra birthday day off, onsite car parking. Enhanced parental leave after 2 years service, funded industry qualifications.

We are looking for an experienced Financial Services Administrator/ Client Relationship Manager to join our expanding team, taking ownership of new business submissions and supporting the administration of our financial planning service.

You will have a proven track record of processing new business accurately and efficiently, managing cases through to completion and keeping clients and colleagues informed throughout. This role would suit someone who enjoys taking responsibility, is confident dealing with providers and can keep multiple cases moving without compromising attention to detail.

Key responsibilities

• Prepare and submit new business applications for pensions, investments and protection, ensuring all required information and supporting documents are complete.
• Manage cases from submission through to completion, tracking progress, chasing providers and resolving outstanding requirements.
• Process pension transfers, investment transfers, withdrawals and other policy instructions.
• Check application documentation against adviser instructions and raise discrepancies promptly.
• Liaise with clients, advisers, paraplanners and providers to ensure a smooth and timely service.
• Obtain policy information, valuations and transfer details, including managing letters of authority.
• Maintain accurate, up-to-date client records and clear audit trails within our CRM.
• Support client onboarding, including identity verification and anti-money laundering checks in line with company procedures.
• Keep clients and advisers informed of progress, delays and any action required.
• Support wider client administration and contribute ideas to improve our processes.

Essential experience and skills

• At least three years’ experience in financial services administration in a new business capacity.
• A proven track record of independently managing new business submissions through to completion.
• Experience within a financial advice or financial planning environment.
• A sound working knowledge of pension and investment administration, provider requirements and platforms.
• Excellent attention to detail and a consistent approach to checking documentation.
• Strong organisational skills, with the ability to prioritise competing deadlines and manage an active caseload.
• Confident, professional communication with clients, providers and colleagues.
• Competence with Microsoft Office, CRM systems and provider portals.
• An understanding of confidentiality, data protection and the importance of accurate records.
• A proactive approach: you follow up outstanding work, identify problems early and take responsibility for resolving them.

Desirable

• Experience using Xplan.
• Experience administering protection business.
• Relevant financial services qualifications, or an interest in working towards them.

What we offer

• A salary of £28,000–£35,000, reflecting your experience and capabilities.
• A full-time role within an expanding financial planning business.
• The opportunity to take ownership of your work and make a meaningful contribution to our client service.
• Hybrid working considered for the right candidate.