Overview
An exciting new opportunity has arisen for an exceptional & experienced Client Manager (Financial services administrator) to join a busy team within RWA Financial Planning who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc (SJP).
This is an exceptional opportunity to join a reputable firm at our prestigious offices in Manchester city centre. We offer a great package including 33 days holiday (+ bank holidays), pension and support for relevant exams.
Responsibilities
You will provide high quality administrative support to Financial Advisers and the Practice Manager including, but not limited to;
* Undertake administrative tasks to support the Financial Advisers & Practice Manager as necessary;
* Corresponding with clients, internal departments and external providers by letter telephone and email;
* Preparing files such as client review and presentation paperwork for client meetings;
* Data entry in to various systems including Salesforce and maintaining accurate data across our systems for our clients;
* Updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
* Handle complex cases and ensure that any business applications are processed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
Experience & Skills
* Proven record in a previous financial services administration role;
* Exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work;
* Be able to show initiative;
* Work well on your own and as part of a team;
* Strong organisational skills;
* Excellent communication skills;
* Good time management skills;
* Work with total discretion;
* Experience within the St. James’s Place Partnership would be a distinct advantage.
Join our team and embark on a rewarding career in the financial services industry.
Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.
Benefits:
* Generous Annual Leave
* Company Pension
* Financial Planning services
* Exclusive Offers & Discounts
Schedule:
* Monday to Friday 08:45 to 17:00
Education:
* GCSE or equivalent (preferred)
Experience:
* Financial Services Administration: 3 years (required)
NO AGENCIES