IFA Client Manager

Cameron James; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking an experienced Client Manager for their Hove office. In this role, you will manage a portfolio of clients, ensuring accurate records, handle queries, and ensure compliance with all regulatory standards. If you have a background in client management and are committed to maintaining high standards of service, we want to hear from you. Excellent benefits are offered in a supportive environment.

Benefits

Excellent Benefits

Responsibilities

• Managing a portfolio of clients and maintaining accurate client records.
• Preparing client files for meetings, gathering relevant documentation.
• Handling client queries and ensuring timely responses.
• Processing new business applications for various financial products.
• Liaising with product providers for efficient application processing.
• Ensuring compliance requirements, including KYC and AML checks.
• Updating the firm's back-office systems with client details.
• Ensuring the integrity and security of client data.

Job description

Overview

Our client has offices from the south coast up to Scotland. We are recruiting for their Hove office. They are one of the market leaders for Retirement Planning, Wealth Management and mortgage options. They require an experienced Client Manager.

Responsibilities

• Administration: Managing a portfolio of clients and maintaining accurate client records.
• Preparing client files for meetings, including gathering relevant documentation and reports.
• Handling client queries and ensuring timely responses, either directly or through co-ordination with Advisers.
• Handling the submission and processing of new business applications for all types of financial products.
• Liaising with product providers to ensure applications are processed efficiently and following up to track their progress.
• Ensuring all compliance requirements are met before submission, such as Know Your Client (KYC) and Anti-Money Laundering (AML) checks.
• Maintaining and updating the firm\'s back-office systems with client details, transactions, and investment updates.
• Ensuring the integrity and security of client data.

Suitability and Document Preparation

Preparing illustrations and basic suitability reports for clients based on financial advisers’ recommendations.

Benefits

Excellent Benefits.

Please apply on-line or contact Cameron James.