We are seeking a Client Relationship Manager for our Financial Planning & Wealth Management firm based in Fareham, Hampshire.
We are interested in you if you have experience in a similar role within Financial Services and want to work in a small, tight-knit Financial Planning team. You should want to be involved in all aspects of the business, learn and shape how we care for our clients, and learn from an experienced team with progression opportunities for the right individual.
Candidates who fit our Core Values will enjoy working in our small, independent firm, embracing technology, and working in a team setting.
Our Core Values:
* Our clients are at the heart of what we do
* Exhibits modesty and humility alongside confidence
* Always maintains a positive attitude
* Constantly seeks improvement
* Behaves professionally and with integrity
* Prioritizes measurable results over busyness
Position Overview
The role involves supporting our clients, Financial Planners, Paraplanners, and the Operations Director.
Thorough computer skills are essential, particularly knowledge of provider platforms. Experience with the Intelligent Office back-office system would be desirable.
Initial Responsibilities:
1. Sending and chasing Letters of Authority
2. Processing and submitting business applications, and following through to completion
3. Handling withdrawals, top-ups, switches, ISAs, and ensuring completion
4. Producing paperwork, including portfolio valuations and annual review letters
5. General administration: greeting clients, parking management, mailshots, managing incoming/outgoing post
6. Acting as the first point of contact for clients
Qualifications:
* Organized with strong attention to detail
* Excellent interpersonal and communication skills
Compensation & Benefits:
* Basic salary between £26,000 and £30,000
* Profit sharing scheme
* Ongoing training and professional event access
* Company pension with 3% employer contribution
* Non-contributory private medical insurance
* Holiday entitlement starting at 20 days, increasing to 27 with service
* Time off between Christmas and New Year
* Sponsored study for relevant qualifications
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