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Client Relationship Manager

Posted 26 February by Heat Recruitment Easy Apply Featured Ended

Job Title: Client Relationship Manager

Location: Torquay

Salary: £20,000 - £28,000 DOE

The Client:

My client is a bespoke, well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing a range of financial planning advice to suit their individual needs.

Based in Devon, they provide tailored financial planning and Investment advice to private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made.

The Opportunity

This is a fantastic position for an experienced administrator to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.

Additionally seeking career Administrators, with vast experience that can use their experience and skillset to contribute towards this fantastic company.

You will part of an administrative team and will play an active part in supporting both the firms paraplanners and advisors.

What’s needed for me to be considered?

  • Previous experience within the IFA practices is a necessity
  • Knowledge and understanding of the FCA regulations
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

What next?

Apply today to be considered for this opportunity. 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 in vouchers if we assist them in securing a new career.

Job Synonyms:

IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support

Position: Financial Services IFA Administrator

Location: Wakefield

Salary: £20,000 - £24,000 Flexible DOE

Are you experienced in IFA Administration?

In this new role, you will provide an efficient private client administration support service to a team of existing advisers. You will assist advisers in the processing of new business and the servicing of existing clients, adhering to strict FCA regulations and internal policy and procedure.

Principal Accountabilities

Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.

Processing of new business and documentation in accordance with the agreed service and quality standards.

Inputting data on internal systems ensuring the information is accurate and up to date.

General administration ensuring the work flows effectively.

Preparing for adviser/client appointments including obtaining quotations, illustrations.

Producing client valuations.

Dealing with adviser charge, fee and commission enquiries.

Qualifications/ Capabilities

Experience within a financial services administration role.

Professional industry qualifications desirable.

Good communication skills, both oral and written. You will be able to build strong relations with staff members and clients.

You will be confident and self assured. Display a positive approach to change, remain calm and work well under pressure.

Good knowledge of Microsoft Office.

Good planning and organisational skills, having the ability to organise and prioritise workloads.

Accuracy and attention to detail being key.

Synonyms: IFA Administrator, Wealth Administrator

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Reference: 34560615

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