Chetwood Wealth Management Ltd is dedicated to placing clients' best interests at its core, offering open, transparent, and trusted financial services. Recognised as Chartered Financial Planners by the Chartered Insurance Institute (CII), the firm upholds the gold standard in financial planning, ensuring exceptional service and professional qualification standards. With a focus on personalised strategies, Chetwood Wealth Management adapts to clients’ evolving financial needs as they progress through life. The company takes pride in its experienced approach, trusted reputation, and commitment to prioritising client success above all else.
Role Description
The Client Relationship Manager will play a pivotal role in ensuring excellent communication and a strong rapport with clients to meet their financial planning needs. The main focus is the provision of administrative support to the financial advisors which includes the following responsibilities:
* Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person).
* Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload, if required by the Financial Consultants.
* Liaise with clients on any administration queries they may have.
* Manage client service needs and client expectations to ensure client satisfaction.
* Ensure action points resulting from client meetings get diarised and dealt with.
Processing of New Business
* Preparation of meeting packs, to include new business for signing up
* Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
* Check accuracy and completeness of all documentation
* Requesting required documentation from clients and sending policy documents to clients
* Ordering quotes and requesting policy details for consultants
* Ensure fund switches / rebalances and other trades are carried out accurately and within company timescales.
Client Reviews
* Organise client review meetings as per the ‘Review Process’, if required by the Financial Consultant
* Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
* Ensure follow up letters are sent in a timely manner
* Ensure implementation of agreed actions
Other CRM Duties
* General administrative support including scanning, photocopying, faxing, letter writing and other applicable duties
* Maintenance of client records on the back office system (currently Intelligent Office)
* Uploading file notes to the back office system, following client or company contact
* Submitting and processing surrender requests, death claims etc
* Provide Holiday and Sickness cover for other CRM’s across the group
* Ensure that significant risk issues are referred to the Operations Manager where appropriate
* Make a constructive contribution to the continuing development of the team and group of companies.
* Proactively enhance industry knowledge, through external and internal sources
Knowledge, Skills, Experience
* Demonstrate practical awareness and basic knowledge of retail financial products and current regulatory expectations
* Analytical in solving tasks with a keen attention for detail
* Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
* Deliver effective and positive communication, and demonstrate competent use of IT
* Previous experience of using Intelligent Office in a financial services setting
* Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
* A positive and proactive approach to work and a desire to help and support the wider team
* Calm and considered outlook in approach to problem solving
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