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For Companies At a Glance
- Tasks: Engage with clients through calls, emails, and texts to enhance relationships.
- Company: Join a boutique Financial Planning practice in Hitchin, focused on client satisfaction.
- Benefits: Enjoy a supportive work environment with opportunities for professional growth.
- Why this job: Be part of a team that values communication and client engagement, making a real impact.
- Qualifications: Strong communication skills and a passion for client relations are essential.
- Other info: Experience with financial tools like Intelliflo and Transact is a plus.
The predicted salary is between 28800 - 43200 £ per year.
We are currently recruiting for a boutique Financial Planning practice in Hitchin who are looking to recruit a Client Relationship Manager to join their team.
They seek someone strong in communicating with clients via phone, email, letter, and text, mainly to engage with existing clients. Responsibilities include:
- Managing & developing client relationships to ensure satisfaction through calls, emails, and texts.
- Monitoring client engagement and communication through MI.
- Proactively engaging with clients using Thermometer test—tracking last contact points and planning outreach.
- Sending out client surveys and policy questionnaires to gather feedback for service improvement.
- Building the brand through Google reviews and Trust Pilot.
- Personalized client communication regarding action points, tax planning, legislative updates, and follow-ups, especially for top clients.
- Arranging and coordinating client appointments with the Client Services Manager and Paraplanner.
- Liaising with life insurance and investment firms to maintain accurate contact details.
- Producing investment and protection quotes and comparison charts.
- Submitting new business through Transact, Fidelity, and other providers.
- Learning and proficiently using Intelliflo, Transact, Fidelity, and protection companies.
- Updating the New Business Register (NBR).
- Chasing and progressing pipeline business, updating the team on status.
- Assisting with annual reports and re-balancing for clients.
- Maintaining accurate contact details and client records.
Client Relationship Manager - Hitchin employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager - Hitchin
✨Tip Number 1
Familiarise yourself with the tools mentioned in the job description, such as Intelliflo and Transact. Having a solid understanding of these platforms will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Practice your communication skills, especially in a client-facing context. Since the role involves engaging with clients through various channels, being articulate and personable will set you apart from other candidates.
✨Tip Number 3
Research the company and its reputation in the financial planning sector. Understanding their values and client feedback can help you tailor your approach and show that you're genuinely interested in contributing to their success.
✨Tip Number 4
Network with professionals in the financial planning industry, particularly those who have experience in client relationship management. This can provide you with valuable insights and potentially lead to referrals or recommendations for the position.
We think you need these skills to ace Client Relationship Manager - Hitchin
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Client Relationship Manager position. Understand the key responsibilities and required skills, such as client communication and relationship management.
Tailor Your CV: Customise your CV to highlight relevant experience in client relationship management. Emphasise your communication skills and any experience with financial planning or similar industries.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client engagement and your ability to build strong relationships. Mention specific examples of how you've successfully managed client communications in the past.
Highlight Relevant Skills: In your application, be sure to mention any familiarity with tools like Intelliflo, Transact, and Fidelity, as well as your ability to produce investment quotes and manage client records effectively.
How to prepare for a job interview at Blakemore Recruitment
✨Know the Company
Before your interview, take some time to research the boutique Financial Planning practice. Understand their values, services, and client base. This will help you tailor your responses and show genuine interest in the role.
✨Demonstrate Communication Skills
As a Client Relationship Manager, strong communication is key. Prepare examples of how you've effectively communicated with clients in the past, whether through phone calls, emails, or face-to-face meetings. Highlight your ability to engage and build relationships.
✨Showcase Your Proactivity
The role requires proactive engagement with clients. Be ready to discuss how you've previously taken initiative to improve client satisfaction or gather feedback. Mention any tools or methods you've used to track client interactions.
✨Familiarise Yourself with Relevant Tools
The job mentions using Intelliflo, Transact, and Fidelity. If you have experience with these platforms, be sure to mention it. If not, express your willingness to learn and adapt quickly to new software.
