Client relationship Manager
Eden Rose · Sheffield, TX · 1 wk ago
Business DevelopmentFull-time
What you'll be doing
- Managing an existing portfolio of clients
- Conducting review meetings (virtual & in person)
- Assessing client needs, objectives, ATR & capacity for loss
- Reviewing existing arrangements and completing research/analysis
- Completing calculations (pensions, CGT, IHT, income tax)
- Overseeing illustrations, applications and fund information
- Identifying new business opportunities and referrals
- Maintaining accuracy of client fees and managing servicing requests
- Producing suitability reports across multiple advice areas
- Liaising with clients and providers
- Supporting advisers with new enquiries
- Maintaining accurate records and ongoing CPD
What you'll need
- 5+ years’ experience in financial services
- Strong understanding of FCA regulations
- Background in senior admin/paraplanning
- Diploma qualified
- Excellent communication and organisational skills
- Ability to prioritize and work to deadlines
Nice to have
- Experience with private wealth, corporate clients or trusts
- Comfortable dealing directly with clients
- Interest in progressing towards Chartered status