Client Relationship Manager
Location – Sheffield – Salary – (Up to £45,000)
A growing, multi discipline professional services group is looking for an experienced Client Relationship Manager to join their financial planning team. This role focuses on delivering high quality advice, ongoing client servicing, and maintaining long term relationships across an established client bank.
You’ll work closely with advisers, providing both remote and face to face review meetings, conducting due diligence and research, and ensuring all advice is delivered accurately and efficiently.
What you’ll be doing
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Managing an existing portfolio of clients
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Conducting review meetings (virtual & in person)
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Assessing client needs, objectives, ATR & capacity for loss
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Reviewing existing arrangements and completing research/analysis
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Completing calculations (pensions, CGT, IHT, income tax)
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Overseeing illustrations, applications and fund information
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Identifying new business opportunities and referrals
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Monitoring client fees and managing servicing requests
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Producing suitability reports across multiple advice areas
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Liaising with clients and providers
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Supporting advisers with new enquiries
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Maintaining accurate records and ongoing CPD
What you’ll need
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5+ years’ experience in financial services
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Strong understanding of FCA regulations
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Background in senior admin/paraplanning
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Diploma qualified
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Excellent communication and organisational skills
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Ability to prioritise and work to deadlines
Nice to have
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Experience with private wealth, corporate clients or trusts
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Comfortable dealing directly with clients
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Interest in progressing towards Chartered status