Senior Financial Services Administrator

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

Senior Client Relationship Manager (Senior Financial Services Administrator)

Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period

Salary to c£30,000 pa + benefits

I am currently recruiting for a Senior Client Relationship Manager (Senior 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 4-5 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!