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Client Relationship Manager - Hove, Hove
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Client:
Blakemore Recruitment
Location:
Hove, United Kingdom
Job Category:
Customer Service
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EU work permit required:
Yes
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Job Reference:
464dc8689e59
Job Views:
4
Posted:
05.05.2025
Expiry Date:
19.06.2025
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Job Description:
We are currently recruiting for a Financial Planning practice in Hove who are looking to recruit a Client Relationship Manager. This role does offer hybrid working.
Purpose
The Client Relationship Manager, reporting to the Regional Client Delivery Manager, will 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. Responsibilities include liaising with policy and platform providers, obtaining illustrations, processing new business applications, and tracking them through to completion.
The role is crucial in maintaining the Client/Adviser relationship, directly communicating with clients to keep them updated at each stage of the process and throughout their journey.
Key Responsibilities
Administration
* 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 coordination 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 Know Your Client (KYC) and Anti-Money Laundering (AML) checks.
* Maintaining and updating the firm's back-office systems with client details, transactions, and investment updates.
* Ensuring the integrity and security of client data.
Suitability and Document Preparation
* Preparing illustrations and basic suitability reports for clients based on financial advisers’ recommendations.
* Ensuring that client documentation is completed and submitted accurately.
* Updating client portfolios with changes in investments or policies, ensuring the CRM system reflects the changes.
* Working closely with paraplanners to support the preparation of detailed financial plans and advice documents.
* Assisting in research and data collection for product recommendations or investment strategies.
Team Leadership and Mentorship
* Providing guidance and support to Client Service Administrators, ensuring their work meets quality and compliance standards.
* Assisting with training new staff and acting as a point of escalation for complex cases.
Client Communications and Relationship Management
* Regularly communicating with clients to update them on the status of their applications or portfolios.
* Ensuring that client review meetings are organized, scheduled, and that follow-ups and actions are completed.
* Building and maintaining relationships with product providers, platforms, and insurers.
* Coordinating with solicitors, accountants, and other third-party professionals on behalf of clients, where necessary.
Skills and Experience
* Organizational skills
* Regulatory knowledge and compliance awareness
* Client-centric approach
* Problem-solving and initiative
* Technical proficiency
* Team leadership and collaboration
* Time management and ability to work under pressure
* Adaptability and flexibility
* Ethics and integrity
* Numerical and analytical skills
* Relationship management skills
* Self-motivation
* Ability to maintain a calm, objective, and inclusive stance when dealing with people issues
* Ability to drive a positive working culture within the physical office and remote working environment
Experience
* Previous IFA or Financial Services experience
* Good knowledge of financial products, services, and liaising with financial providers
* Experience of new business processing, submitting proposals, and tracking them to completion
* Good knowledge of compliance and regulatory procedures, document handling, and data security
* Client relationship management
* Confident use of a back-office/CRM system
* Team leadership or mentorship exposure
* Experience in managing a client portfolio
* Problem solving and workflow optimisation
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