Job Ref: 212860135

Date: 2020-12-04 12:29:24

Apply Now

Client Relationship Manager
FMIFA are looking for an Experienced Administrator to join our team. MUST have previous experience of working for a Financial Adviser.
Key role and responsibilities for Client Relationship Manager:
* New business submission and tracking to conclusion
* Day to day client management, processing any queries which may arise
* Processing Investment trades, Fund switches and Contribution/Income requests and adjustments
* Liaising with clients, product providers and other relevant third parties
* Ensure back offices systems are kept up to date including client and provider data
* Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system
* Obtaining illustrations and supporting literature
* Supporting the Financial Planners in research and analysis to meet Client needs and objectives
* Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA
Minimum requirements for Client Relationship Manager:
* Previous experience working within a Financial Adviser practice essential
* Good overall knowledge of Investments, Pensions and Life Insurance
* Good team working and liaison skills to deal effectively with tasks set and provide support for other team members
* An understanding of FCA regulations and guidelines relating to financial services clients
* Willingness to continue to develop knowledge of products and related issues through formal and informal learning
* Good communication skills (written and verbal) that are effective and meet business needs
* • Ability to prioritise and organise own workload
* Ability to work under pressure and to deadlines
* IT skills commensurate with computer packages used in this industry and a knowledge of Intelligent Office would be beneficial
* Accuracy of work and attention to detail
Financial Management is a team of independent financial planners, working from offices in Penn, Buckinghamshire, providing high quality, financial solutions to both individuals and businesses from the local area
What we offer for the Client Relationship Manager
* Competitive salary
* 25 days holiday
* Company Pension Scheme
* Group Life insurance
* Cash plan
If you want to hear more about this role please send us your CV by clicking 'apply now

Apply Now