Assistant Client Manager
Posted on Jul 14, 2026 by CV-Library
Sale, Greater Manchester, United Kingdom
Accountancy
Immediate Start
£25k - £26.5k Annual
Full-Time
Assistant Client Manager - Financial Services
Located in Sale
Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry. The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients. A fantastic opportunity where you will be trained and developed to become a Client Manager.
Duties will include :
* Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress.
* Liaising with provider companies to obtain policy information as appropriate.
* Liaising with Clients to provide updates, as requested.
* Processing Client Letter of Authority (LOA).
* Updating Client file with up-to-date policy information
* Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports.
* Preparing and processing Life Insurance quotations and applications
* Updating Client files with relevant documentation, policy details and Client information, and ensuring these are up to date and present.
* Assisting with Monthly Income reconciliation
* Preparation of Client Packs
* Answering phones
Salary Guide £26500 + Bonus + Study Support + Benefits
Located in Sale
Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry. The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients. A fantastic opportunity where you will be trained and developed to become a Client Manager.
Duties will include :
* Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress.
* Liaising with provider companies to obtain policy information as appropriate.
* Liaising with Clients to provide updates, as requested.
* Processing Client Letter of Authority (LOA).
* Updating Client file with up-to-date policy information
* Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports.
* Preparing and processing Life Insurance quotations and applications
* Updating Client files with relevant documentation, policy details and Client information, and ensuring these are up to date and present.
* Assisting with Monthly Income reconciliation
* Preparation of Client Packs
* Answering phones
Salary Guide £26500 + Bonus + Study Support + Benefits
Reference: 225367089
https://jobs.careeraddict.com/post/113554339
Assistant Client Manager
Posted on Jul 14, 2026 by CV-Library
Sale, Greater Manchester, United Kingdom
Accountancy
Immediate Start
£25k - £26.5k Annual
Full-Time
Assistant Client Manager - Financial Services
Located in Sale
Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry. The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients. A fantastic opportunity where you will be trained and developed to become a Client Manager.
Duties will include :
* Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress.
* Liaising with provider companies to obtain policy information as appropriate.
* Liaising with Clients to provide updates, as requested.
* Processing Client Letter of Authority (LOA).
* Updating Client file with up-to-date policy information
* Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports.
* Preparing and processing Life Insurance quotations and applications
* Updating Client files with relevant documentation, policy details and Client information, and ensuring these are up to date and present.
* Assisting with Monthly Income reconciliation
* Preparation of Client Packs
* Answering phones
Salary Guide £26500 + Bonus + Study Support + Benefits
Located in Sale
Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry. The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients. A fantastic opportunity where you will be trained and developed to become a Client Manager.
Duties will include :
* Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress.
* Liaising with provider companies to obtain policy information as appropriate.
* Liaising with Clients to provide updates, as requested.
* Processing Client Letter of Authority (LOA).
* Updating Client file with up-to-date policy information
* Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports.
* Preparing and processing Life Insurance quotations and applications
* Updating Client files with relevant documentation, policy details and Client information, and ensuring these are up to date and present.
* Assisting with Monthly Income reconciliation
* Preparation of Client Packs
* Answering phones
Salary Guide £26500 + Bonus + Study Support + Benefits
Reference: 225367089
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