Client Relationship Manager CRM

Pure Resourcing Solutions

Posted 3 days ago, valid for a month

Cambridge, Cambridgeshire CB3 0PZ, England

£48,000 - £57,600 per annum

Full Time

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Sonic Summary

The Client Relationship Manager (CRM) position reports to the Head of Financial Planning and supports chartered financial planners in holistic financial planning.
Key responsibilities include analyzing client data, ensuring compliance documentation is correct, and collaborating with planners to develop financial strategies.
The role involves conducting comparative research, preparing suitability reports, and managing new business processes from start to finish.
Candidates should be proficient in MS Office and have knowledge of Voyant Cashflow modeling and CURO back-office systems.
The position requires a minimum of 3 years of experience and offers a salary of £40,000 to £50,000.

I am recruiting for a Client Relationship Manager (CRM) reporting into the Head of Financial Planning. This is role is to support the chartered financial planners, proving holistic financial planning including areas such as Pensions, Investments, Protections and Non Main steam Investments. Main Duties Understanding / Analysis / Recommendation • Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and the firm’s policies• Ensure that all compliance documentation is present and correct• Collaborate with Chartered Financial Planner in connection with developing a comprehensive financial plan and strategy to meet the client needs & objectives• Undertake comparative research including completing calculations (i.e. income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cash flow modelling). • Prepare suitability report and recommendations• Draft documentation as necessary i.e. application forms • Case management and oversight of new business from issue of suitability report to conclusion (new business process completed and monies (where relevant correctly investedExperience and Skills Proficient in MS Office systems i.e. Word, Excel, OutlookKnowledge of: Voyant Cashflow modelling, CURO back-office systemIf you match the above criteria please do contact Marsha-Louise

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