Client Manager - Financial Planning

ZipRecruiter; Dudley; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management practice in Dudley seeks a proactive Financial Services Administrator. The role involves supporting Financial Advisers and preparing regulatory documents. Ideal for candidates with experience in financial services looking to develop their careers. Hybrid working is available post-probation.

Benefits

Generous basic package

Support for professional development

Qualifications

• Experience in a professional services environment.
• Familiarity with FCA regulations.

Responsibilities

• Assist in completing factfinds and regulatory paperwork.
• Handle client communications and annual review reports.

Skills

Organised

Multi-tasking

IT Skills

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Description

Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and client management.

Due to continued success in providing -based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.

Duties for this role will include:

• Assisting in putting together the factfinds and ensuring they are fully and accurately completed.
• Preparation of the regulatory paperwork and suitability report.
• Assisting with client emails, calling clients back for certain enquiries and potentially helping with the diary.
• Completion of annual review letters (MIFIDs).
• Completion of annual review reports in readiness for annual reviews.

You will have:

• Organised with the ability to multi-task.
• Working knowledge of the regulated Financial Services Industry
• Previously worked in a Financial Services administration role so have some familiarity with the terms used.
• Experienced supporting a Financial Adviser
• Highly competent user of Microsoft Word, Excel & Outlook.

This role will suit someone looking to develop in their career and committed to study and professional development.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working is offered after probation.

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