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Client Manager

NJR Recruitment
Job LocationHale, Altrincham
EducationNot Mentioned
Salary£35,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

CLIENT MANAGER - IFA FIRMLOCATION: HALESALARY UP TO 40,000 DEPENDING ON EXP A new and exciting opportunity is available with one of our Clients in Hale, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, high net-worth individualsand their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.A Client Manager carries out a different role to a traditional paraplanner. You will be working closely and supporting their Wealth Strategists whilst owning a bank of clients that you will be expected to proactively manage and build relationships with.The ideal candidate willwould have achieved the Chartered Insurance Institute (CII) Diploma in Financial Planning or you are already studying towards Level 4 Diploma in Regulated Financial Planning.RESPONSABILITIES

  • Attend client meetings alongside Wealth Strategists, and create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives.
  • Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
  • Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Wealth Strategist.
  • Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist.
  • Complete reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
  • Effectively use research and planning systems such as FE Analytics, Cashcalc and wrap platforms such as Elevate.
  • Be responsible for ensuring that recommendations are fully implemented in a timely manner.
REQUIREMENTS
  • Committed to putting the Client first
  • Highly organised, methodical, and disciplined
  • Able to work to tight deadlines
  • Updating and reprioritising your to-do list daily.
  • Able to create and use Excel spreadsheets including formulae.
  • Able to follow instructions and work within defined business processes.
For more INFO get in touch quoting the above reference NJR 14268

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