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