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For Companies At a Glance
- Tasks: Manage client portfolios and ensure exceptional outcomes through effective communication and administration.
- Company: Dynamic financial services firm focused on client relationships and team collaboration.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a team where you can make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong client relationship management skills.
- Other info: Opportunity for growth and mentorship in a fast-paced environment.
The predicted salary is between 28800 - 48000 £ per year.
Our client is seeking a Client Relationship Manager to collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes. In coordination with Advisers, Paraplanners, and Client Service Administrators, the role will support the management of client portfolios.
Responsibilities include:
- Liaising with policy and platform providers, obtaining illustrations, processing new business applications, and tracking them through to completion.
- Maintaining the Client/Adviser relationship, directly communicating with clients to keep them updated at each stage of the process and throughout their journey with the company.
Key Responsibilities:
- Administration: Managing a portfolio of clients and maintaining accurate client records; preparing client files for meetings, including gathering relevant documentation and reports; handling client queries and ensuring timely responses; handling the submission and processing of new business applications for all types of financial products; liaising with product providers to ensure applications are processed efficiently; ensuring all compliance requirements are met before submission; maintaining and updating the firm's back-office systems with client details, transactions, and investment updates; ensuring the integrity and security of client data.
- Suitability and Document Preparation: Preparing illustrations and basic suitability reports for clients based on financial advisers’ recommendations; ensuring that client documentation is completed and submitted accurately; updating client portfolios with changes in investments or policies; working closely with paraplanners to support the preparation of detailed financial plans and advice documents; assisting in research and data collection for product recommendations or investment strategies.
- Team Leadership and Mentorship: Providing guidance and support to Client Service Administrators; assisting with training new staff and acting as a point of escalation for complex cases.
- Client Communications and Relationship Management: Regularly communicating with clients to update them on the status of their applications or portfolios; ensuring that client review meetings have been organised and scheduled; building and maintaining relationships with product providers, platforms, and insurers; coordinating with solicitors, accountants, and other third-party professionals on behalf of clients.
- General Office Management: Ensuring the smooth running of day-to-day office administration; supporting the implementation of new administrative processes and systems to improve efficiency.
- Compliance and Regulatory Support: Ensuring that all activities are carried out in line with internal compliance policies; assisting in maintaining compliance records and supporting audits or regulatory reviews.
Experience:
- Previous IFA or Financial Services experience.
- Good knowledge of financial products, services, and liaising with financial providers.
- Experience of new business processing, submitting proposals to tracking them to completion.
- Good knowledge of compliance and regulatory procedures, document handling, and data security.
- Client relationship management.
- Confidently use a back-office/CRM system.
- Team leadership or mentorship exposure.
- Experience in managing a client portfolio.
- Problem solving and workflow optimisation.
Technical Knowledge: You will have a good understanding of Investments, Pensions, and other financial planning products understanding the processes employed to deliver them across Administration and Paraplanning.
Client Relationship Manager - Hove employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager - Hove
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Client Relationship Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and compliance regulations. We want you to be able to confidently discuss how you can manage client portfolios and ensure exceptional outcomes, just like the job description highlights.
✨Tip Number 3
Practice your communication skills! Since this role involves regular client interactions, being able to articulate your thoughts clearly and professionally is key. Consider doing mock interviews with friends or family to get comfortable.
✨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 connect directly with us.
We think you need these skills to ace Client Relationship Manager - Hove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Client Relationship Manager role. Highlight your previous IFA or Financial Services experience, and don’t forget to mention your knowledge of financial products!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Talk about your client relationship management skills and how you’ve successfully handled portfolios in the past.
Showcase Your Communication Skills: Since this role involves regular communication with clients, make sure to demonstrate your strong communication skills in your application. Use clear and concise language, and maybe even share an example of how you’ve kept clients updated in previous roles.
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 any important updates from our team.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and services. Understand the processes involved in client administration and how to liaise effectively with advisers and product providers. This will show that you're not just interested in the role, but that you’re also prepared to hit the ground running.
✨Showcase Your Communication Skills
As a Client Relationship Manager, communication is key. Prepare examples of how you've successfully managed client relationships in the past. Be ready to discuss how you handle queries and keep clients updated, as this will demonstrate your ability to maintain strong relationships.
✨Demonstrate Team Spirit
This role involves working closely with a team, so be prepared to talk about your experience in collaboration. Share instances where you've supported colleagues or led a team, especially in training or mentoring situations. This will highlight your leadership qualities and your ability to work well with others.
✨Be Compliance Savvy
Familiarise yourself with compliance requirements like KYC and AML checks. During the interview, mention your understanding of these regulations and how you ensure compliance in your work. This will reassure them that you take regulatory matters seriously and can help maintain the integrity of client data.
