Client Relationship Manager - Wellington - Somerset

This is a fantastic chance for a Client Relationship Manager to join a successful, friendly, and high performing team in a fast-paced role that is sure to challenge and excite.

Our client is a team of highly experienced Independent Financial Advisers with over 25 years' industry experience and a proven track record of providing a successful investment experience to a wealth of clients across the UK.

Their core values define how they run their business and how they treat their employees and clients: Integrity, Expertise, Here for You, Friendly & Approachable, People-Focussed.

The Job - Client Relationship Manager

Our client is looking for a Client Relationship Manager to support their Financial Advisers.  The suitable candidate will have strong previous financial administration experience and be passionate about a career in financial services.

Responsibilities will include:

Client Servicing

• Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
• Organise client meetings and actively manage Financial Consultants diary and workload
• Liaise with clients on any administration queries they may have
• Manage client service needs and client expectations to ensure client satisfaction
• Ensure action points resulting from client meetings get diarised and dealt with

Processing of New Business

• Preparation of meeting packs, to include new business for signing up
• Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
• Check accuracy and completeness of all documentation
• Requesting required documentation from clients and sending policy documents to clients
• Ordering quotes and requesting policy details for consultants
• Ensure fund switches / rebalances and other trades are carried out accurately and within company timescales

Client Reviews

• Organise client review meetings as per the ‘Review Process’
• Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
• Ensure follow up letters are sent in a timely manner
• Ensure implementation of agreed actions

Other CRM Duties

• General administrative support including scanning, photocopying, faxing, letter writing and other applicable duties
• Maintenance of client records on the back office system
• Uploading file notes to the back office system, following client or company contact
• Submitting and processing surrender requests, death claims etc.
• Provide Holiday and Sickness cover for other CRM’s across the group
• Ensure that significant risk issues are referred to the Practice Manager where appropriate
• Make a constructive contribution to the continuing development of the team and group of companies
• Proactively enhance industry knowledge, through external and internal sources

About You 

As the Client Relationship Manager you will need the following knowledge, skills and experience:

• Demonstrate practical awareness and basic knowledge of retail financial products and current regulatory expectations
• Analytical in solving tasks with a keen attention for detail
• Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
• Deliver effective and positive communication, and demonstrate competent use of IT 
• Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
• A positive and proactive approach to work and a desire to help and support the wider team
• Calm and considered outlook in approach to problem solving

Salary & Benefits 

• £26,000 TO £29,000 per annum, negotiable depending on experience
• 25 days holiday in addition to bank holidays
• Training and development
• Pension
• Death in service benefit
• A great working environment