Address
Form of work
Job Title: Client Relationship Manager
Location: Edgbaston (B15), UK
Salary: £28,000-£34,000
Benefits
- Hybrid working model (3 days in the office: Tuesday, Wednesday, and either Monday or Thursday; Fridays remote)
- 26 days holiday + bank holidays + increasing entitlement with LOS
- Matched pension + NI employer contributions
- Critical Illness & Life Cover
- Annual bonus
- Quarterly team events
- In-house academy with full funding for relevant industry qualifications
Are you an experienced IFA Administrator seeking an exciting opportunity with a dynamic financial services team? This is a great opportunity to join a growing lifestyle Financial Planning firm based in Edgbaston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow planning, pension, investment and protection advice.
Join a company that prioritises employee engagement, performance improvement, and offers a friendly atmosphere with long-term progression opportunities!
Responsibilities:
- Processing new business efficiently and accurately.
- Liaising with providers to ensure seamless communication and transaction processing.
- Preparing comprehensive client meeting packs, demonstrating attention to detail and organisational skills.
- Facilitating fund switches and withdrawals, ensuring compliance with regulations and client preferences.
Key Personality Traits Sought:
- Sociable and comfortable interacting with internal and external stakeholders.
- Inquisitive nature with a willingness to learn.
- Strong communication skills.
How to Apply:
If you are an experienced Financial Planning Administrator seeking a new and exciting opportunity within a supportive team, we would love to hear from you.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery
