Client Relationship Manager

AON PLC; Stoke Court; On-site; GBP 30,000 - 42,000; Full time

Job summary

NFP in the UK is hiring a Client Relationship Manager to support our Wealth team in Bromsgrove. You will provide administrative support, coordinate with Advisors and the Office Manager to deliver outstanding client service.

The role requires experience in private client and financial planning, solid IT skills, and familiarity with cashflow modelling. You’ll prepare annual reviews, handle documentation for switches and withdrawals, and liaise with compliance to ensure accuracy and high standards.

Qualifications

• Experience in private client and financial planning industries.
• Proficient with cashflow modelling software and back-office systems.
• Strong IT skills including Microsoft Office.
• Commitment to high compliance standards.
• Excellent verbal and written communication.
• Ability to manage multiple tasks accurately and prioritise workload.

Responsibilities

• Preparing client annual review meetings and maintaining compliance in ongoing suitability reports.
• Compiling client documentation for switches/withdrawals/top-ups.
• Preparing switch/withdrawal/top-up suitability reports for financial advisers.
• Delivering additional business submissions with providers.
• Handling ongoing client information in back office to maintain accuracy.
• Liaising with the compliance department, accounts and other parts of the business to lead delivery.
• Following Adviser review meetings; Looking after ad hoc client queries.

Skills

Private client experience

Financial planning industry knowledge

Microsoft Office proficiency

Back office software experience

Cashflow modelling

Compliance awareness

Verbal and written communication

Tools

Cashflow modelling software

Microsoft Office

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