Client Relationship Manager

Bromsgrove Source: WhatJobs

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Here at NFP (an Aon company), we pride ourselves on being a local business with a global reach . This isn’t just corporate jargon, it highlights our commitment to building close, lasting personal relationships with our clients, while possessing the rare capability of solving their full range of business and people challenges around the world.

To keep up with our growth in the UK and Ireland, we're looking for a dedicated Client Relationship Manager to provide administrative support across all areas of service delivery, working closely with the Office Manager and relevant Advisors to deliver outstanding customer service.

This role will entail:

Preparing client annual review meetings and maintain compliance in the ongoing suitability reports
Compiling client documentation for switches/withdrawals/top-ups and submission
Preparing of switch/withdrawal/top-up suitability reports in a compliant fashion for financial advisers
Delivering additional business submissions with Providers
Handling ongoing client information in the back office to maintain accuracy
Following Adviser review meetings
Liaising with the compliance department, accounts and other parts of the business to lead delivery
Looking after any ad hoc client queries

We're looking for someone with:

Previous experience working within the private client and financial planning industry
A proven understanding of private client back office software
Strong IT skills including Microsoft Office suite
Previous experience of cashflow modelling software
Transparency with a desire to adhere to the highest standards of compliance
Excellent verbal and written communication skills
An ability to work to a high level of accuracy and prioritise work effectively

We’re committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments at any stage of the application or interview process, please let our Talent Team know – we’ll do our best to support you. Please email for more on this.

Who is NFP

With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP is part of the Aon group and specialise in helping businesses in four core areas:

Insurance (helping them manage key risks)
Health and safety (supporting them to create a safer workplace for their employees)
Employee benefits (helping them reward their people more effectively)
HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you’ll love about working here

Working in a dynamic, fast-paced organisation in an exciting industry
The opportunity to do globally impactful work from day one
Learning from industry and business line specialists with decades of experience
A huge variety of projects to work on and challenges to solve
Our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being
A rich suite of employee benefits and out-of-work perk

The great benefits we offer:

Finances

It’s important to know you’re paid fairly for the hard work you put in, which is why we complete regular reviews to keep your salary in line as you progress. Plus, we offer initiatives to support and give you financial peace of mind.