CLIENT RELATIONSHIP MANAGER - IFA FIRM

工作内容

CLIENT RELATIONSHIP MANAGER – IFA Firm

LOCATION: SOUTHPORT * FREE ON-SITE PARKING

SALARY: £27,000 - £30,000

EXAM SUPPORT & ANNUAL DISCRETIONARY BONUS

NJR Recruitment are pleased to be working in Partnership with a very well established, and highly thought of firm of Chartered Financial Planners. Recently awarded ‘Professional Service Firm of the Year 2022’ in the Merseyside Independent Business Awards, our client prides themselves on delivering a high-quality personal service to individuals, families and business owners. As a huge believe in a supportive environment and professional culture, our client feel that this is what makes them an advisory firm of choice for clients and an employer of choice for staff. Operating an empowered and collaborative culture for the teams to make decisions and take responsibility for their own development and change.

An exciting opportunity is now available for a ‘Client Relationship Manager/IFA Administrator’ to join their exciting and stable team in which the successful Candidate will provide direct support to a Planner and an IFA. As a CRM you will be responsible for ensuring that recommended advice is consistently implemented accurately in a timely manner via a range of providers and platforms, whilst managing your own general administrative work

Required Skills

• Exceptional ability to effectively use a variety of software
• Exceptional written and verbal communication skills
• Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times
• Able to undertake some repetitive work, while maintaining an eye for detail and a focus on accuracy

Responsible for

• Preparation – assisting our Financial Planners with pre-meeting/pre-contract preparation including research into clients’ existing arrangements and the production of compliant illustrations, supporting documentation and application forms
• Processing – assisting with both new business application forms, proposals and supporting documentation and activities with existing clients such as fund switches, withdrawals and assignments of policies
• Contracts – administration of pension contracts (including SSAS, SIPP and personal pensions), property purchases, rentals and sales, Insurance Company Bonds, General Investment Accounts and ISAs
• Recording and updating of relevant client information in Curo (CRM) and completing any actions required following a client review meeting
• Supporting advisers with client meeting preparation which can include provider documentation or presentation reporting
• Office systems and administration – providing support with the development and maintenance of the standard operating systems of the firm including general day to day office administration
• Managing your own activities linked to the execution of advice recommendations as well as supporting team members where needed
• Supporting the continual improvement and development of existing processes and controls

Required Experience

• The successful Candidate is expected to have a minimum of 3 years’ experience working in an administrative capacity, ideally within Financial Services, such as an IFA / Mortgage Advice Firm, Product Provider or within Banking
• Exposure to assisting with and helping High Net Worth UK resident private clients
• Demonstrate a basic understanding of the challenges and opportunities that business owners or successful professionals encounter at various times in their lives

Ideally you will

• Have an understanding of both the financial planning process and the critical administrative elements of it
• Be able to demonstrate excellent technical knowledge in relation to personal finance and investment management issues
• Possess a strong awareness of the regulatory framework and its application to an independent advisory firm
• Have (or be willing to achieve) the Certificate in Financial Services and are able to demonstrate practical application of technical knowledge

NJR 13619

Job Types: Full-time, Permanent

Salary: £27,000.00-£30,000.00 per year

Benefits:

• Additional leave
• Company pension
• Flexitime
• Life insurance
• On-site parking
• Sick pay
• Wellness programme
• Work from home

Schedule:

• Flexitime

Supplemental pay types:

• Bonus scheme

Work Location: In person

Reference ID: 13619