Wealth Client Relationship Manager

Aon; Bromsgrove; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Inclusive recruitment process

Job summary

NFP, part of the Aon group, is hiring a Client Relationship Manager to support its Wealth team in Bromsgrove. The role involves administrative support across service delivery, liaising with Advisors and the Office Manager to deliver exceptional client service.

Key duties include preparing client reviews, compiling documentation for switches and withdrawals, and producing compliant suitability reports for advisers. Excellent communication and accuracy are essential.

Qualifications

• Experience in private client and financial planning industries.
• Understand back office software used in private client services.
• Strong IT skills with Microsoft Office suite.
• Familiarity with cashflow modelling software and compliance standards.

Responsibilities

• Prepare client annual review meetings and maintain compliance in ongoing suitability reports.
• Compile client documentation for switches, withdrawals, and top-ups.
• Prepare switch/withdrawal/top-up suitability reports for advisers.
• Deliver additional business submissions with providers.
• Handle ongoing client information in back office to maintain accuracy.
• Follow Adviser review meetings and liaise with compliance, accounts, and other teams.

Skills

Private client experience

Compliance

Communication

Attention to detail

Microsoft Office

Prioritisation

Tools

Back office software

Cashflow modelling software

Job description

NFP, part of the Aon group, is hiring a Client Relationship Manager to support its Wealth team in Bromsgrove. The role involves administrative support across service delivery, liaising with Advisors and the Office Manager to deliver exceptional client service.

Key duties include preparing client reviews, compiling documentation for switches and withdrawals, and producing compliant suitability reports for advisers. Excellent communication and accuracy are essential.