Senior Client Relationship Manager (Senior Financial Services Administrator)
Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period.
Salary to c£30,000 pa + benefits
I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant will work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.
More about the role:
- Work closely with the consultants to support and ensure clients needs are met
- Preparation work for client meetings
- Attending clients meetings, taking meeting notes (on/off site)
- Coordinating action points from meetings and completing work required
- Responsible for communication with clients (phone calls/emails etc.)
- Researching and collation of information in relation to advice being given to clients
- Liaising with external providers on client queries
- Requesting illustrations required in respect of new and existing business
- Processing of new business completed in line with compliant procedures and policies
- Updating client records and electronic folders
- Ability to use cashflow modelling software to aid the wealth management and estate planning process
The successful applicant will:
- Have a minimum 4-5 years experience in a similar role
- Possess an understanding of financial services including investments, pensions and estate planning
- Have excellent customer service skills and attention to detail
- Be able to proactively manage client affairs in a prompt and efficient manner
- Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing
- Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
- Be able to work in a team within an open office environment
- Be honest and resilient, with the ability to resolve issues sooner rather than later
Benefits package:
In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:
- Group Pension
- Life Assurance
- Income Protection
- Health Cash Plan
- Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you!
#J-18808-Ljbffr…