At a Glance
- Tasks: Support clients with financial services and collaborate with Financial Planners.
- Company: Albion House Wealth Management, a friendly team in Oldham Town Centre.
- Benefits: Competitive salary, pension scheme, excellent staff benefits, and flexible working options.
- Other info: Full training provided with opportunities for career growth.
- Why this job: Join a supportive 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.
Responsibilities- 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.
Full training in company specific software and company compliance requirements will be provided.
Salary & Package- Competitive salary
- Automatic enrolment onto the company’s pension scheme
- Excellent staff benefit package
- Friendly and supportive team environment
- Flexible and hybrid working arrangements considered
Client Manager in Oldham employer: Albion House Wealth Management Ltd
Albion House Wealth Management is an exceptional employer, offering a professional and friendly work environment in the heart of Oldham Town Centre. With a commitment to employee growth, we provide comprehensive training and support, alongside a competitive salary and excellent benefits, ensuring our team members thrive both personally and professionally. Our flexible working arrangements further enhance work-life balance, making us an attractive choice for those seeking meaningful and rewarding employment in the wealth management sector.
Contact Details:
Albion House Wealth Management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Oldham
✨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 the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Albion House Wealth Management thoroughly. Understand their services and values, and think about how your skills as a Client Manager can help them achieve their goals. Tailor your responses to show you’re the perfect fit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your experience and skills. Focus on how you can provide high-level support and enhance client relationships, just like they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our friendly team at Albion House Wealth Management.
We think you need these skills to ace Client Manager in Oldham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Manager role. Highlight any relevant experience in wealth management or client support to catch our eye!
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. Be genuine and let your personality come through.
Showcase Your Communication Skills:Since the role involves liaising with clients and third parties, demonstrate your communication prowess in your application. Use clear and professional language to reflect how you’d interact with clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 Albion House offers. Brush up on financial terminology 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. Think about times when you had to explain complex information clearly and confidently.
✨Be Organised
Demonstrate your organisational skills by discussing how you manage multiple tasks, like preparing reports and following up on applications. Bring examples of how you've kept track of important documentation and deadlines in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company culture. This shows your genuine interest in the position and helps you assess if it's the right fit for you. Consider asking about the team dynamics or how success is measured in the role.
