At a Glance
- Tasks: Support clients and financial planners, manage documentation, and prepare reports.
- Company: Albion House Wealth Management, a friendly team in Oldham Town Centre.
- Benefits: Competitive salary, excellent staff benefits, and full training provided.
- Other info: Permanent role with opportunities for growth and development.
- Why this job: Join a professional environment and make a real difference in clients' financial journeys.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
Albion House Wealth Management provides wealth management and financial services to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management. We are looking to recruit a Client Manager to complement our existing team who work in a professional and friendly environment located in Oldham Town Centre. This is a permanent role Monday to Friday offering a competitive salary and excellent staff benefits.
Requirements and details of the role:
- Provide high level technical and administrative support.
- Work closely with the Financial Planners to achieve Client objectives.
- Ensure that files are complete with all required client identification documentation and necessary application forms.
- Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM.
- Compile clear and comprehensive reports.
- Prepare suitability letters and reports (liaising with administrators), taking responsibility for the client files and back-office IT records throughout the advice process.
- Prepare client reviews, updating cash flow models, investment performance reviews.
- Process applications accurately and record the required management information.
- Progress applications with product providers, planners, clients, and other third parties to ensure that each case is completed in a timely manner.
- Answer incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills.
- Run reports and illustrations and collate key data.
- Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales.
- Progress applications with product providers, chasing up Letters of Authority.
- Produce templated client letters and reports.
Training: Full training in company specific software and company compliance requirements will be provided.
Client Manager employer: Albion House Wealth Management Ltd
Albion House Wealth Management is an exceptional employer, offering a supportive and professional work environment in the heart of Oldham Town Centre. With a focus on employee development, we provide comprehensive training and growth opportunities, alongside competitive salaries and excellent staff benefits. Join our friendly team and contribute to meaningful financial solutions for our clients while enjoying a collaborative culture that values your contributions.
Contact Details:
Albion House Wealth Management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect Client Manager role!
✨Tip Number 2
Prepare for interviews by researching Albion House Wealth Management thoroughly. Understand their values, services, and recent news. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Client Manager, you'll need to interact with clients and colleagues confidently. Role-play common interview questions with a friend or use online resources to refine your answers and delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Good luck!
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Manager role. Highlight your experience in providing technical and administrative support, and don’t forget to mention any relevant skills in client communication and report preparation.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team at Albion House Wealth Management. Mention your familiarity with Salesforce CRM and your ability to work closely with Financial Planners.
Showcase Your Attention to Detail:In this role, attention to detail is key. Make sure to demonstrate this in your application by ensuring there are no typos or errors. Also, highlight any experience you have in managing client files and processing applications accurately.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Albion House Wealth Management Ltd
✨Know Your Stuff
Make sure you understand the wealth management industry and the specific services offered by Albion House Wealth Management. Brush up on key financial concepts and be ready to discuss how you can support Financial Planners in achieving client objectives.
✨Showcase Your Communication Skills
As a Client Manager, effective communication is key. Prepare examples of how you've successfully dealt with clients or third parties in the past. Be ready to demonstrate your ability to handle calls confidently and professionally during the interview.
✨Be Organised
Highlight your organisational skills by discussing how you manage client files and documentation. Mention any experience you have with CRM systems like Salesforce, as this will show you're prepared for the administrative aspects of the role.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the role and the company. You might ask about the team dynamics or how success is measured for a Client Manager at Albion House.
