This Client Relationship Manager job in Luton is available due to growth within the company.
Your role will be to maintain relationships with their new and existing clients on behalf of their Financial Advisers. The role will include administrative duties and diary management. For example:
- Submitting cases including pensions, ISAs, GIAs, bonds, protection and any other products recommended by the Financial Adviser
- Booking meetings for the client and being their main point of contact
- Assist in undertaking preparation of client meeting packs prior to their appointments by researching the client's existing arrangements
- Ensuring all work is recorded within their CRM to maintain compliance
- MI is up to date
- Liaise with different departments such as Paraplanners to ensure tasks are completed on time
The business prides themselves on the quality of their work, therefore you should be passionate about completing processes to a high standard.
The Company
This long established financial planning firm take great pride in the quality, bespoke service they provide to clients. Not satisfised standing still, the whole team consistently work together towards new goals and projects to improve the business for the benefit of their team and their clients.
Client Relationship Manager Requirements
- You should have 3+ years experience within an administrative role and regularly liaising with clients
- Individuals with experience within financial planning industry would be preferred
- You must be task focused with high attention to detail
- You must be able to manage a high work load with deadlines
Client Relationship Manager Benefits
- Salary of £29,000 - £32,000 based on experience
- Plus company benefits which include: 26.5 days holiday plus bank holidays, 5% matched pension, company revenue bonuses, annual appraisal bonus, support to obtain industry exams with paid study leave and financial rewards for for every exam passed, auto enrolment and DIS
- Regular onsite and offsite social events, including trips away
- Office based with 1 day working from home after probation
Location
Luton
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