Wealth Client Experience & Compliance Lead

AON PLC

Bromsgrove

On-site

GBP 28,000 - 42,000

Full time

8 days ago

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Job summary

NFP is looking for a Client Relationship Manager to support our Wealth team in Bromsgrove. You will provide administrative support across service delivery, working closely with the Office Manager and Advisors to deliver outstanding customer service.

Ideal candidates will have private client experience, strong IT skills including MS Office, familiarity with cashflow modelling software, and a commitment to compliance with excellent communication abilities to ensure accurate and timely client

Qualifications

Experience in the private client and financial planning industry.
Strong IT skills including Microsoft Office suite.
Experience with cashflow modelling software.
Committed to high compliance standards.
Excellent verbal and written communication skills.
Accurate and able to prioritise workload.

Responsibilities

Prepare client annual review meetings and maintain compliance in ongoing suitability reports.
Compile client documentation for switches/withdrawals/top-ups and submissions.
Prepare switch/withdrawal/top-up suitability reports for advisers in a compliant fashion.
Deliver additional business submissions with Providers.
Handle ongoing client information in the back office to maintain accuracy.
Follow Adviser review meetings.
Liaise with compliance, accounts and other parts of the business to lead delivery.
Address ad hoc client queries.