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!

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