Wealth Management: Client Relationship Manager

North Oak Recruitment; Coventry; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Group Pension

Life Assurance

Income Protection

Health Cash Plan

Flexible voluntary benefits

Job summary

North Oak Recruitment is currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join a Wealth Management team in Leicester. The role involves supporting consultants, preparing client meeting materials, and handling communications with clients.

You will manage a portfolio of clients, update records, and use cashflow modelling software to aid wealth planning. A minimum of two years’ experience and a strong understanding of investments, pensions and estate

Qualifications

• Minimum 2 years’ experience in a similar role.
• Understanding of investments, pensions and estate planning.
• Excellent customer service and attention to detail.
• Proactive, organised, and able to prioritise workload.
• Strong written and verbal communication; works in a team.

Responsibilities

• Support consultants to meet client needs.
• Prepare work for client meetings.
• Attend meetings and take notes.
• Coordinate actions from meetings.
• Communicate with clients via phone and email.
• Research and collate information related to advised products.
• Liaise with external providers on client queries.
• Request illustrations for new and existing business.
• Process new business per compliant procedures.
• Update client records and electronic folders.
• Use cashflow modelling software to aid wealth planning.

Skills

Client management

Customer service

Communication skills

Organisational skills

Financial services knowledge

Tools

Cashflow modelling software

Job description

North Oak Recruitment is currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join a Wealth Management team in Leicester. The role involves supporting consultants, preparing client meeting materials, and handling communications with clients.

You will manage a portfolio of clients, update records, and use cashflow modelling software to aid wealth planning. A minimum of two years’ experience and a strong understanding of investments, pensions and estate