Senior Client Relations Manager - Wealth Management Hybrid

North Oak Recruitment; East Leake; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Group Pension

Life Assurance

Income Protection

Health Cash Plan

Flexible benefits

Job summary

North Oak Recruitment in Leicester is seeking a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company. You will manage a portfolio of clients alongside a Wealth Management Consultant, with office-based work and potential hybrid after qualification.

The successful applicant will have 4–5 years in a similar role, a solid understanding of investments, pensions and estate planning, and excellent customer service and

Qualifications

• Minimum 4–5 years in a similar client-relations role.
• Solid understanding of investments, pensions and estate planning.
• Excellent customer service and precise written and verbal communication.
• Organised, proactive, and able to prioritise in a fast-paced environment.

Responsibilities

• Work closely with consultants to support client needs.
• Prepare work for client meetings and attend meetings when required.
• Take notes during meetings (on/off site) and distribute actions.
• Coordinate action points and complete follow-up tasks.
• Manage client communications via phone and email.
• Research and collate information related to advice given.
• Liaise with external providers on client queries.
• Request illustrations for new and existing business.
• Process new business in line with compliance procedures.
• Update client records and electronic folders.
• Utilise cashflow modelling software to aid wealth planning.

Skills

Client relations

Communication

Attention to detail

Organization

Teamwork

Tools

CRM software

Cashflow modelling software

Job description

North Oak Recruitment in Leicester is seeking a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company. You will manage a portfolio of clients alongside a Wealth Management Consultant, with office-based work and potential hybrid after qualification.

The successful applicant will have 4–5 years in a similar role, a solid understanding of investments, pensions and estate planning, and excellent customer service and