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| Job Location | Birmingham |
| Education | Not Mentioned |
| Salary | 23,000 - 28,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
CLIENT RELATIONSHIP MANAGER (Pensions & Investments)£23,000 - £32,000BIRMINGHAMOur Client are a small and very well established firm of Independent Financial Planners who operate a client bank of high net worth individuals.Working within a busy team environment, the successful candidate will take full responsibility for providing direct support to allocated Advisers (Between 1-2) where you will undertake extensive administrative tasks including;Responsible for client servicing and the preparation of new business and client review packs for meetingsObtaining accurate client portfolio valuations and production of valuation statementsPreparation of paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoicesSubmission of applicationsRegular contact with clients and product providersResponsible for client on-boarding and ensuring that all tasks are carried out to FCA regulatory requirementsObtaining Anti-Money Laundering evidence and conducting electronic checks for new, as well as existing, clientsBack offices systems - Adviser Office & XPLANTo apply for the role candidates should good experience of working within Financial Planning as an Administrator. You will have strong product knowledge, specifically around Pensions & Investments. The use of Provider Platforms, and a number of back officesystems is essential. You will be asked to provide examples of working under pressure, and therefore someone who can demonstrate the ability to work in a fast paced environment, whilst handling a number of tasks at any one time is absolutely essential.Strong communication skills are also required, as is the ability to build strong business relationships with colleagues and external Clients.Please quote Ref: NJR11924
Keyskills :
InvestmentsPensions