Client Relationship Manager

Client Relationship Manager |£27K - 28K - depending on background |Permanent | Bushey |

We are pleased to be working with our well-established Financial Planning Services Client to seek a Client Relationship Manager. The successful candidate will be working in a supportive environment where professional friendships thrive, and team members feel valued. You will be supporting the Financial Planner and ensuring a smooth delivery of excellent client service and client communication, as per business processes. Ensuring a positive and exceptional client experience for all their valued clients.

The Benefits Package: The Benefits Package: 23 days holiday plus bank holidays, shut down out Christmas, 4 Growth days - Paid time off to do something to better yourself, 6 Care days - Paid time off to care for those closest to you, Flexible Working Pattern, Employee Assistance Programme

The Basics

• Client Relationship Manager Salary from £27k
• Mon - Fri - 9am - 5pm - (10am - 4pm are core working hours, 35hr week with 1 hour lunch break
• Flexi-time available

The Responsibilities: Client Servicing & Administration

• Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
• Prepare client documentation in advance of and following client meetings (as per business processes)
• Manage client service needs and client expectations to ensure client satisfaction
• Liaise with other team members on work progress per client account and keep clients in formed (as per business process)

· Assist in client meetings when required

• Check accuracy and completeness of new business documentation
• Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards
• Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
• Send Letters of Authority and gather accurate information as per business process
• Produce portfolio valuations
• Organise client review meetings as per Annual Review Process
• Ensure back-office systems are kept up to date

• Comply with relevant compliance, T&C, data protection & financial crime procedures/requirements

The Skills & Requirements:

• Seeking a career in financial advice/wealth management

• Excellent knowledge of Microsoft Office; Outlook, Word, Excel, Teams
• Excellent communication skills (written and verbal)

• Compassionate, empathetic and able to build relationships
• Highly organised and disciplined
• A positive attitude and willingness to help others
• Show initiative and take personal responsibility for completing tasks
• Excellent time management and prioritisation skills
• Strong Attention to detail
• Comfortable conversing naturally and positively with clients to understand their motivations
• Strong interpersonal skills and ability to inspire confidence with our clients