Senior Financial Services Administrator

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

Benefits offered by this job

Group Pension

Life Assurance

Income Protection

Health Cash Plan

Flexible voluntary benefits

Job summary

North Oak Recruitment in Leicester is seeking a Senior Client Relationship Manager (Senior Financial Services Administrator) to manage a portfolio of clients alongside a Wealth Management Consultant. Office-based with potential hybrid after qualifying period, salary to c£30,000 plus benefits.

The role involves supporting consultants, preparing for client meetings, taking notes, coordinating actions, and liaising with providers.

Qualifications

• 4-5 years’ experience in a similar CRM/wealth management role.
• Strong understanding of investments, pensions and estate planning.
• Excellent customer service and attention to detail.
• Proactive management of client affairs with clear written and verbal communication.
• Organised, able to prioritise workload in a fast-paced environment.
• Team player in an open-plan office setting.

Responsibilities

• Support consultants to ensure client needs are met.
• Prepare work for client meetings and attend meetings as required.
• Take notes during meetings and track action points.
• Liaise with external providers on client queries and illustrations.
• Process new business in line with compliant procedures.
• Update client records and electronic folders.

Skills

Client relationship management

Communication skills

Financial services knowledge

Pensions & estate planning

Meeting coordination

Attention to detail

Tools

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 will 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.

• 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!

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.