Wealth Private Client Relationship Lead

AON PLC; Stoke Court; On-site; GBP 30,000 - 42,000; Full time

Job summary

NFP in the UK is hiring a Client Relationship Manager to support our Wealth team in Bromsgrove. You will provide administrative support, coordinate with Advisors and the Office Manager to deliver outstanding client service.

The role requires experience in private client and financial planning, solid IT skills, and familiarity with cashflow modelling. You’ll prepare annual reviews, handle documentation for switches and withdrawals, and liaise with compliance to ensure accuracy and high standards.

Qualifications

• Experience in private client and financial planning industries.
• Proficient with cashflow modelling software and back-office systems.
• Strong IT skills including Microsoft Office.
• Commitment to high compliance standards.
• Excellent verbal and written communication.
• Ability to manage multiple tasks accurately and prioritise workload.

Responsibilities

• Preparing client annual review meetings and maintaining compliance in ongoing suitability reports.
• Compiling client documentation for switches/withdrawals/top-ups.
• Preparing switch/withdrawal/top-up suitability reports for financial advisers.
• Delivering additional business submissions with providers.
• Handling ongoing client information in back office to maintain accuracy.
• Liaising with the compliance department, accounts and other parts of the business to lead delivery.
• Following Adviser review meetings; Looking after ad hoc client queries.

Skills

Private client experience

Financial planning industry knowledge

Microsoft Office proficiency

Back office software experience

Cashflow modelling

Compliance awareness

Verbal and written communication

Tools

Cashflow modelling software

Microsoft Office

Back office software

Job description

NFP in the UK is hiring a Client Relationship Manager to support our Wealth team in Bromsgrove. You will provide administrative support, coordinate with Advisors and the Office Manager to deliver outstanding client service.

The role requires experience in private client and financial planning, solid IT skills, and familiarity with cashflow modelling. You’ll prepare annual reviews, handle documentation for switches and withdrawals, and liaise with compliance to ensure accuracy and high standards.