An exciting position has become available for a full time Client Relationship Manager to support the Team.
We're looking for a motivated individual to join our Award Winning Wealth Management Company
As Administrator you will be providing high quality administrative support within a team and ensuring complete and accurate records are maintained. We are a company who pride ourselves on providing the most exceptional levels of service to their clients.
Job Description
* To provide a comprehensive administration service for clients and financial planners with agreed timescales and standards and to manage the financial planner's workflow during the financial planning process
* Manage all stages of clients' financial planning journey.
* Build and nurture client and provider relationships to ensure a high quality and personalised service delivery.
* Liaise with the financial planners to assist diary management (scheduling appointments etc) and to ensure work is completed on time.
* Liaise between the financial planners and outsourced service providers to ensure delivery of all aspects of the client experience.
* Identify, manage and take personal responsibility for all non-client facing or technical work.
* To be the first point of contact for clients and outsourced service providers and to deal with all enquiries as they arise.
* Identify and manage all clients' and outsourced service provider's requests, calling on assistance from the financial planner when required (advisory or technical matters).
* Prepare client reports and correspondence to agreed standards and within agreed timescales.
* Organise and prepare information, forms and other requirements for client meetings.
* Maintain client data and administration systems to agreed standards.
* Process and track applications.
* Develop, consistently implement, and review processes.
* Prepare client review documentation to agreed standards.
* Operate within the regulatory compliance framework.
* Operate with the highest standards of professional ethics and integrity.
* Any other tasks or projects as requested by the Directors.
* Maintain a close working relationship with the other CRM's and liaise on a regular basis to ensure service levels are maintained.
Skills, knowledge and experience:
* Excellent interpersonal skills.
* Smart and presentable.
* Ability to work in a small close knit team.
* Excellent verbal and written communication skills.
* Proactive, willing to continue to develop, enthusiastic.
* Highly organised, methodical, disciplined, and meticulous.
* Able to prioritise.
* Computer literate (Word, Excel, financial planning systems and software, IO).
* Excellent keyboard skills.
* A financial services background would be preferred.
This is a family orientated business with an excellent working environment and culture.
We are offering the following to the successful candidate:
* Salary dependent on experience plus discretionary incentive bonus
* The opportunity to take examinations and progress within the company.
* 20 days holiday (plus bank holidays) in addition the company is closed between Christmas Eve and New Year and these days are awarded as additional days holiday plus your annual birthday
* A full pension package
If you are interested in joining the EWM Team, please submit a current C.V along with a cover letter in support of your application.
Benefits:
* Bonus scheme
* Car Parking
Work remotely
* Office/Work from home (Hybrid)
Job Types: Full-time, Permanent
Pay: From £28,000.00 per year
Benefits:
* Company pension
* Health & wellbeing programme
* On-site parking
* Private medical insurance
* Sabbatical
Work Location: Hybrid remote in Witney, Oxfordshire
Reference ID: CRM1