Financial Services Administrator

Client Relationship Manager Financial Services Administrator

Leicester (our Ref AL1418) office based with potential of hybrid after qualifying period

Salary to c£27,000 pa + benefits

I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester.The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.

More about the role:

Work closely with the consultants to support and ensure clients needs are met

Preparation work for client meetings

Attending clients meetings, taking meeting notes (on/off site)

Coordinating action points from meetings and completing work required

Responsible for communication with clients (phone calls/emails etc.)

Researching and collation of information in relation to advice being given to clients

Liaising with external providers on client queries

Requesting illustrations required in respect of new and existing business

Processing of new business completed in line with compliant procedures and policies

Updating client records and electronic folders

Ability to use cashflow modelling software to aid the wealth management and estate planning process

The successful applicant will:

Have a minimum 2 years experience in a similar role

Possess an understanding of financial services including investments, pensions and estate planning

Have excellent customer service skills and attention to detail

Be able to proactively manage client affairs in a prompt and efficient manner

Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing

Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment

Be able to work in a team within an open office environment

Be honest and resilient, with the ability to resolve issues sooner rather than later

Benefits package:

In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

Your benefits package includes the following:

Group Pension

Life Assurance

Income Protection

Health Cash Plan

Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you!

If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

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