Client Relationship Manager

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View: 100

Update day: 10-05-2024

Location: Melton Mowbray East Midlands

Category: Sales

Industry: Staffing Recruiting

Position: Mid-Senior level

Job type: Full-time

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Job content

My client is a specialist investment adviser who are rapidly expanding. They are a family-run business, seeking a highly motivated and organised individual to join their team as a Client Relationship Manager. The successful candidate will provide comprehensive administrative support to a team of financial advisers, ensuring they have the tools and resources needed to deliver exceptional service to their clients.

Responsibilities

  • Provide high-quality administrative support to a team of financial advisors.
  • Manage client appointments, schedules, and paperwork.
  • Developing and maintaining strong relationships with clients, colleagues, and third parties.
  • Preparing client packs and paperwork prior to/after meetings, including requesting valuations.
  • Obtaining specific policy information from product providers and third parties via email, telephone, and online.
  • Prepare and maintain client financial plans using IO and PFP software.
  • Understand cashflow analysis and financial planning advice to clients.
  • Complete and audit Portfolio Reviews
  • Complete and audit New Business Submission
  • Complete and audit Post Sales Tasks
  • Build relationships with product partners.
  • Train others on new products and processes

Requirements & Skills

  • Strong attention to detail.
  • Excellent telephone etiquette, actively listening and asking questions to clarify understanding.
  • Excellent communication and interpersonal skills
  • Effective time management and prioritisation skills. Ability to work well under pressure and meet deadlines.
  • Proficiency in using Microsoft Office and online Platforms.
  • Minimum of two years’ experience in the financial services industry with an IFA or wealth management company is advantageous.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief
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Deadline: 24-06-2024

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