Client Relationship Manager |£27K – 28K – depending on background |Permanent | Bushey |

We are pleased to be working with our well-established Financial Planning Services Client to seek a Client Relationship Manager. The successful candidate will be working in a supportive environment where professional friendships thrive, and team members feel valued. You will be supporting the Financial Planner and ensuring a smooth delivery of excellent client service and client communication, as per business processes. Ensuring a positive and exceptional client experience for all their valued clients.

The Benefits Package: The Benefits Package: 23 days holiday plus bank holidays, shut down out Christmas, 4 Growth days – Paid time off to do something to better yourself, 6 Care days – Paid time off to care for those closest to you, Flexible Working Pattern, Employee Assistance Programme

The Basics

* Client Relationship Manager Salary from £27k

* Mon – Fri – 9am – 5pm – (10am – 4pm are core working hours, 35hr week with 1 hour lunch break

* Flexi-time available

The Responsibilities: Client Servicing & Administration

* Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)

* Prepare client documentation in advance of and following client meetings (as per business processes)

* Manage client service needs and client expectations to ensure client satisfaction

* Liaise with other team members on work progress per client account and keep clients in formed (as per business process)

* Assist in client meetings when required

* Check accuracy and completeness of new business documentation

* Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards

* Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)

* Send Letters of Authority and gather accurate information as per business process

* Produce portfolio valuations

* Organise client review meetings as per Annual Review Process

* Ensure back-office systems are kept up to date

* Comply with relevant compliance, T&C, data protection & financial crime procedures/requirements

The Skills & Requirements:

* Seeking a career in financial advice/wealth management

* Excellent knowledge of Microsoft Office; Outlook, Word, Excel, Teams

* Excellent communication skills (written and verbal)

* Compassionate, empathetic and able to build relationships

* Highly organised and disciplined

* A positive attitude and willingness to help others

* Show initiative and take personal responsibility for completing tasks

* Excellent time management and prioritisation skills

* Strong Attention to detail

* Comfortable conversing naturally and positively with clients to understand their motivations

* Strong interpersonal skills and ability to inspire confidence with our clients