Wealth Client Relationship Specialist

NFP, an Aon company; Bromsgrove; On-site; GBP 30,000 - 48,000; Full time

Job summary

NFP, an Aon company, is seeking a Client Relationship Manager to support our Wealth team in Bromsgrove. You will handle administration across service delivery, liaising with the Office Manager and Advisors to deliver outstanding client service.

The role requires experience in private client back office software, strong IT skills, and a commitment to compliance while maintaining accuracy and prioritising tasks to meet client needs.

Qualifications

• Experience in private client back office operations is essential.
• Strong knowledge of cashflow modelling tools and Microsoft Office suite.
• Demonstrated commitment to compliance and high ethical standards.
• Excellent verbal and written communication skills are required.
• Ability to maintain a high level of accuracy and prioritise competing tasks.

Responsibilities

• Prepare client annual review meetings and ensure ongoing suitability reports meet compliance requirements.
• Compile client documentation for switches, withdrawals, and top-ups for submission.
• Prepare of switch/withdrawal/top-up suitability reports for financial advisers in a compliant fashion.
• Deliver additional business submissions with Providers.
• Maintain accurate client information in the back office and respond to ad hoc queries from clients.

Skills

Private client experience

Back office software

Microsoft Office

Cashflow modelling

Compliance

Verbal & written communication

Accuracy & prioritisation

Tools

Private client back office software

Job description

NFP, an Aon company, is seeking a Client Relationship Manager to support our Wealth team in Bromsgrove. You will handle administration across service delivery, liaising with the Office Manager and Advisors to deliver outstanding client service.

The role requires experience in private client back office software, strong IT skills, and a commitment to compliance while maintaining accuracy and prioritising tasks to meet client needs.