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Client Relationship Manager
Financial / Wealth Industry
50,000+ per year
We are partnered with a growing financial services organisation based near Girton in Cambridge who are seeking a Client Relationship Manager. This role will be leading Chartered Financial Planners dealing with high-net-worth clients proving financial planning including areas such as Pensions, Investments, Protection, and non-mainstream investments.
Within this new role you will be responsible for making sure the back-office system (CURO) is always up to date i.e. client reviews, New Business reports. The appointed candidate will be attend networking and professional connection events to help to support business development opportunities and maintain all standards of performance as required by the firm. The successful candidate will be able to swiftly recognise the team ethic and be flexible in providing support to other disciplines within the firm, whilst taking on and being responsible for project work. Day to day you will 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 and ensure that all compliance documentation is present and correct . You will collaborate with Chartered Financial Planner in connection with developing a comprehensive financial plan and strategy to meet the client needs & objectives and undertake comparative research including completing calculations (i.e. income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow modelling).
Experience
- Minimum 2 years' experience of working in financial services.
- CII Level 4 or equivalent
- Experience of working in a busy and dynamic office environment.
- Experiencing of managing a busy and varied workload.
- Experience in working to deadlines with changing priorities.
- Ability and willingness to maintain a professional standard.
- Willingness to achieve and maintain a level of competence as required by the business.
- Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA)
