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The Wealth/Relationship Manager is a trusted advisor, helping clients achieve financial goals through wealth planning advice, investment and credit solutions, and banking services. The role involves understanding client needs and providing bespoke advice to help them reach their financial and lifestyle ambitions. Key Responsibilities: Achieve personal objectives and assist in meeting team targets for new clients, investable assets, credit, and wealth planning revenue. Maintain high client service levels and act as an expert for banking products, credit advice, and client queries. Deliver high-quality bespoke advice and negotiate the best commercial outcomes. Act as the key interface between the client and other parts of the organization, including Wealth Planning, Wealth Credit, Discretionary Portfolio Management, Investment Advisory, and Legal & Compliance. Discuss markets, their issues, and opportunities with clients. Engage with digital technologies relevant to the Wealth Management business to enhance client service. This role requires a self-directed individual with a strong understanding of financial markets and banking products, excellent interpersonal skills, and the ability to work in a fast-paced environment. The ideal candidate will have a strong client service orientation, excellent communication skills, and high ethical standards.
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them. Overview To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients Key Responsibilities Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports. Work with centralised Administration team for processing new client and annual review post meeting packs. Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures. Package and dispatch financial planning reports for the Financial Planners and their clients. Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs. Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries. Produce and issue client fee invoices. Updating client platform account records accurately in line with company processes. Proactively review platform accounts and MI reports on a regular basis, Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information About You Essential Requirements Previous experience of working in similar role Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools. Experience of delivering accurate, relevant and timely information Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business. Excellent organisational skills, flexible and proactive approach to getting the job done. Strong interpersonal skills, both written and verbal communication. Excellent accuracy and attention to detail. Proven ability to work on own initiative. Desirable Requirements Experience of working with Investment Wrap Platforms Experience of using Intelligent Office back-office system Experience of working in a small to medium sized financial services environment Experience of working in an environment of significant change Benefits: 25 working days in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year Group Life Assurance and Pension Scheme Private medical Insurance Group Income Protection