Wealth Client Relations Manager

NFP, an Aon company; Bromsgrove; On-site; GBP 30,000 - 55,000; Full time

Job summary

NFP in Bromsgrove is hiring a Client Relationship Manager to support our growing Wealth team. You’ll 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 and financial planning experience, familiarity with back office software, strong IT skills (Microsoft Office) and cashflow modelling tools.

Qualifications

• Experience in private client and financial planning industry.
• Proficiency with back office software for private clients.
• Strong IT skills including Microsoft Office.
• Experience with cashflow modelling software.
• High accuracy and ability to prioritise tasks; compliant mindset.

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.
• 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 deliver.
• Respond to ad hoc client queries.

Skills

Private client back office experience

Cashflow modelling experience

Excellent verbal and written comms

High accuracy and prioritisation

Tools

Microsoft Office

Job description

NFP in Bromsgrove is hiring a Client Relationship Manager to support our growing Wealth team. You’ll 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 and financial planning experience, familiarity with back office software, strong IT skills (Microsoft Office) and cashflow modelling tools.