Wealth Client Relations Manager

NFP Corp; Bromsgrove; On-site; GBP 32,000 - 44,000; Full time

Job summary

NFP is hiring a Client Relationship Manager to support our Wealth team in Bromsgrove. The role provides administrative support across service delivery, working with the Office Manager and Advisers to ensure excellent client service.

The ideal candidate has private client and financial planning experience, strong IT skills, and a commitment to the highest compliance standards. Email [e-mail] for more information.

Qualifications

• Experience in private client and financial planning industries.
• Proficiency with private client back office software.
• Strong IT skills including Microsoft Office suite.
• Experience with cashflow modelling software.
• Commitment to high compliance standards.
• Excellent verbal and written communication skills.
• Ability to work accurately and prioritise tasks.

Responsibilities

• Prepare client annual review meetings and maintain compliance in ongoing suitability reports.
• Compile client documentation for switches/withdrawals/top-ups and submission.
• Prepare of 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.
• Answer ad hoc client queries.

Skills

Client relationships

Private client experience

Microsoft Office

Cashflow modelling

Back-office software

Compliance standards

Communication skills

Tools

Microsoft Office

Cashflow modelling software

Job description

NFP is hiring a Client Relationship Manager to support our Wealth team in Bromsgrove. The role provides administrative support across service delivery, working with the Office Manager and Advisers to ensure excellent client service.

The ideal candidate has private client and financial planning experience, strong IT skills, and a commitment to the highest compliance standards. Email [e-mail] for more information.