Due to continued growth within our business we have an exciting opportunity to join our Financial Services team as a Client Manager. The role will involve: Producing illustrations Obtaining valuations Client review tasks, daily, monthly & annual Fund switch processing New business processing Existing business maintenance Policy issue processing Admin support to Financial Advisors and Directors Processing incoming and outgoing post Answering incoming calls Welcome clients & occasionally accompanying appointments Essential Functions: Ensure all paperwork is completed in a timely manner. Maintain financial records and files in organised detail. Provide administrative support to clients and financial advisors. Other duties as assigned by department manager. Competencies: Excellent oral and written communication Skills. Ability to work independently and as a team member. Ability to work under pressure and meet deadlines. Additional pay: Bonus scheme Benefits: Free parking Company Pension Scheme Group Death in Service Scheme Group Critical Illness Scheme Group Private Medical Insurance Work Location: In person, Monday - Friday - No weekends