Client Relationship Executive

Client Relationship

What the Hiring Manager Says

This is an exciting opportunity to be part of the team covering Cumbria and Scotland, working from our clients Carlisle office with the option for hybrid working. You’ll be part of a critical team working within a pod of two to three financial planners and one paraplanner maintaining a high standard of customer service to all of ther clients. Our client have a supportive and nurturing culture in the Region and every member of the team is valued for their contribution to the success of the business. Our client encourages staff development and support activities that broaden skill sets that enable their people to move on to their next role.

About the Role

The role will involve you supporting the business in integrating new clients from organic growth. In addition, supporting the Financial Planners closely to assist them in servicing clients to a high standard.

You will be responsible for preparing high quality client meeting packs and application forms as per the advice being provided in readiness for client meetings.

You will use appropriate systems and provider platforms to process and submit new business as per the advice being recommended. In addition, you will be required to manage these cases and ensure the advice is implemented correctly whilst also keeping the clients up to date with progress.

The Client Relationship role will require you to communicate with clients consistently and regularly over phone and email to provide updates on their applications and obtain any necessary information required to progress cases. In addition, the ability to handle client queries in a professional and timely manner.

The role will also entail the administration and maintenance of client records in our inhouse system and the management of cash accounts with third party product providers.

Deliver productivity in line with required key performance indicators whilst maintaining quality.

Develop a detailed knowledge of our clients Financial Planning’s financial planning processes, the Investment Proposition and how this is applied during the creation of a client recommendation.

Maintain knowledge, awareness and adherence to all relevant regulatory requirements and internal processes, policies, and procedures of the firm.

Proactive management of own workload and asking for support where needed.

About You

To succeed in this post, you will need to be organised, proactive and assertive. You will ideally have experience within the financial planning industry to support your understanding of the processes our clients follow and the products they recommend.

Confident, clear, and concise communication skills are essential.

Working well in a team is important, specifically within the Cumbria & Scotland regional office as the team is very close-knit and often collaborate to produce results. Working individually and managing your own workload (along with your teams’ financial planners) will also be required as part of the role.

Our client’s purpose is to help the generations today and tomorrow to prosper. That means they must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.

In this ever-changing world, our client sees that their role in society has never been more meaningful, and they are committed to using their expertise and care to guide their customers through these challenging and unprecedented times.

Their impressive talents and capabilities set them apart, but their clients unwavering commitment to their customers is what defines them. They truly believe that they have all the ingredients to be the very best in their industry, and they want great people with the care and creativity that they need, to help them get there.

Our client is passionate about building an inclusive culture where everyone’s contribution is valued, and their people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining them.