Client Manager

Job Title: Client Manager

Location: Sherborne, Dorset

Annual Salary: Up to 70,000 PA DOE (will look at applications with salary expectations from 40K)

Additional Benefits:

• Auto Enrolment Pension Scheme with employer contribution of 3% of salary
• Company Pension Scheme - employer contribution of 6% after 6 months of probation
• Holiday entitlement increasing up to 30 days per annum FTE
• Medical Insurance with income protection, critical illness, and death in service benefits
• Healthcare options for employees and dependants
• Fantastic working environment - friendly, welcoming, supportive and team orientated.

Contract Details: 9am - 5.15pm Monday - Friday (1 hour lunch break)

The Company: A well-established financial services organisation. With a strong commitment to excellence, they provide a range of financial solutions to their valued clients.

Responsibilities:

As a Client Manager, you will be responsible for delivering a personalised and high-quality service to clients. You will work closely with the client relations and client services teams to ensure all clients' needs are met. Your core responsibilities will include:

• Developing and managing a book of Private clients, building strong relationships with them and their families.
• Identifying clients' needs and preferences in terms of contact and reporting, and ensuring the timely and accurate delivery of investment services.
• Complying with FCA regulations and company operating procedures and guidelines at all times.
• Keeping abreast of market movements and maintaining expertise in investment knowledge, tax rules, and industry best practise.
• Developing new and existing sources of business introductions among the professional community to build a pipeline of potential new clients.
• Remaining up to date with the commercial and competitive environment and collaborating with other business areas to develop and enhance services.

To be successful in this role, you should have the following qualifications and skills:

• A minimum qualification of Level 4, via an RDR compliant qualification. However, we expect the successful candidate to become Level 6 CISI (PCIAM) or Level 7 Chartered Wealth Manager qualified with support.
• Strong interpersonal skills and a desire to develop and broaden your role.
• Excellent written and verbal communication skills.
• Some experience in business development would be advantageous, but not essential, as they will provide support and training.

Join our client's team and benefit from the support and coaching provided by their existing team. You will also receive administrative support from their well-resourced Client Services team and coaching from the Client Relations Team.

If you are enthusiastic, detail-oriented, and eager to contribute to a growing organisation, we would love to hear from you. Apply now!

Please either apply online, send your CV directly to (url removed) or call Debbie on (phone number removed).

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