Client Relationship Manager

Client Relationship Manager

Our client is seeking a Client Relationship Manager to collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes. In coordination with Advisers, Paraplanners, and Client Service Administrators, the role will support the management of client portfolios.

• Managing a portfolio of clients and maintaining accurate client records.
• Preparing client files for meetings, including gathering relevant documentation and reports.
• Handling client queries and ensuring timely responses, either directly or through co-ordination with Advisers.
• Handling the submission and processing of new business applications for all types of financial products.
• Liaising with product providers to ensure applications are processed efficiently and following up to track their progress.
• Ensuring all compliance requirements are met before submission, such as KYC and AML checks.
• Maintaining and updating the firm's back-office systems with client details, transactions, and investment updates.
• Preparing illustrations and basic suitability reports based on advisers' recommendations.
• Providing guidance and support to Client Service Administrators, ensuring their work meets quality and compliance standards.
• Regularly communicating with clients to update them on the status of their applications or portfolios.
• Building and maintaining relationships with product providers, platforms, and insurers.

• Previous IFA or financial services experience
• Good knowledge of financial products, services and liaising with financial providers
• Experience of new business processing, submitting proposals to tracking them to completion
• Good knowledge of compliance and regulatory procedures, document handling and data security
• Confident using a back-office/CRM system
• Team leadership or mentorship exposure is advantageous