Financial Services Administrator

North Oak Recruitment; Coventry; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Group Pension

Life Assurance

Income Protection

Health Cash Plan

Flexible voluntary benefits

Job summary

North Oak Recruitment is currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join a Wealth Management team in Leicester. The role involves supporting consultants, preparing client meeting materials, and handling communications with clients.

You will manage a portfolio of clients, update records, and use cashflow modelling software to aid wealth planning. A minimum of two years’ experience and a strong understanding of investments, pensions and estate

Qualifications

• Minimum 2 years’ experience in a similar role.
• Understanding of investments, pensions and estate planning.
• Excellent customer service and attention to detail.
• Proactive, organised, and able to prioritise workload.
• Strong written and verbal communication; works in a team.

Responsibilities

• Support consultants to meet client needs.
• Prepare work for client meetings.
• Attend meetings and take notes.
• Coordinate actions from meetings.
• Communicate with clients via phone and email.
• Research and collate information related to advised products.
• Liaise with external providers on client queries.
• Request illustrations for new and existing business.
• Process new business per compliant procedures.
• Update client records and electronic folders.
• Use cashflow modelling software to aid wealth planning.

Skills

Client management

Customer service

Communication skills

Organisational skills

Financial services knowledge

Tools

Cashflow modelling software

Job description

Client Relationship Manager Financial Services Administrator

Leicester (our Ref AL1418) office based with potential of hybrid after qualifying period

Salary to c£27,000 pa + benefits

I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester.The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.

More about the role:

• Work closely with the consultants to support and ensure clients needs are met
• Preparation work for client meetings
• Attending clients meetings, taking meeting notes (on/off site)
• Coordinating action points from meetings and completing work required
• Responsible for communication with clients (phone calls/emails etc.)
• Researching and collation of information in relation to advice being given to clients
• Liaising with external providers on client queries
• Requesting illustrations required in respect of new and existing business
• Processing of new business completed in line with compliant procedures and policies
• Updating client records and electronic folders
• Ability to use cashflow modelling software to aid the wealth management and estate planning process

The successful applicant will:

• Have a minimum 2 years experience in a similar role
• Possess an understanding of financial services including investments, pensions and estate planning
• Have excellent customer service skills and attention to detail
• Be able to proactively manage client affairs in a prompt and efficient manner
• Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing
• Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
• Be able to work in a team within an open office environment
• Be honest and resilient, with the ability to resolve issues sooner rather than later

Benefits package:

In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

Your benefits package includes the following:

• Group Pension
• Life Assurance
• Income Protection
• Health Cash Plan
• Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you!