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For Companies At a Glance
- Tasks: Manage client portfolios and deliver tailored financial advice remotely.
- Company: Dynamic financial services firm with a focus on client relationships.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial lives while working flexibly.
- Qualifications: Diploma in Financial Planning and experience in client advisory roles.
- Other info: Join a supportive team dedicated to helping clients achieve their financial goals.
The predicted salary is between 36000 - 60000 £ per year.
The role of Client Manager is to deliver desk-based financial advice, managing an established client bank and expanding a portfolio of clients with assets typically up to £250,000. The role focuses on building relationships and delivering targeted, expert advice, designed to facilitate efficient, high-quality service for clients with straightforward financial planning needs. This is a hybrid role, based in the Nottingham office 3 days per week and WFH 2 days per week.
Key Accountabilities
- Manage and develop a client portfolio, typically comprising clients with assets up to £250,000.
- Offer tailored financial advice across investments, pensions, and protection.
- Cultivate strong client relationships, generating new business and securing referrals from satisfied clients.
- Uphold high compliance standards, adhering to FCA regulations.
- Collaborate closely with internal teams to ensure a cohesive and responsive client service.
Ideal Candidate: Skills and Experience
- Diploma in Financial Planning or equivalent.
- Proven track record of advising clients virtually or desk-based within a similar asset range.
- Demonstrable ability to build rapport and trust with clients, particularly through remote interactions.
- Strong understanding of FCA regulations and compliance requirements.
- Driven to help clients achieve financial goals with enthusiasm and commitment.
Key Interfaces
- Internal interfaces: Financial Advisers and Financial Planners; Portfolio Managers; Compliance; Proposition.
Regulatory notes
All employees are expected to adhere to the FCA regulations as may be in place from time to time including Consumer Duty and the FCA Code of Conduct (COCON).
Client Manager in Nottingham employer: Bespoke Training Solutions Ltd
Contact Detail:
Bespoke Training Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Client Manager role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, be ready to showcase your skills in building client relationships and delivering tailored financial advice. Make it personal and relatable!
✨Tip Number 3
Stay updated on industry trends! Being knowledgeable about the latest in financial planning will not only impress interviewers but also help you engage clients effectively. Show them you’re the expert they need!
✨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 are proactive and eager to join our team!
We think you need these skills to ace Client Manager in Nottingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in managing client portfolios and delivering financial advice. We want to see how your skills align with the role of Client Manager, so don’t hold back!
Showcase Your Relationship-Building Skills: Since this role is all about cultivating strong client relationships, share examples of how you've successfully built rapport with clients in the past. We love hearing about your personal touch in client interactions!
Highlight Compliance Knowledge: Given the importance of FCA regulations in this role, make sure to mention your understanding of compliance standards. We’re looking for someone who can uphold these standards while providing top-notch service.
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’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Bespoke Training Solutions Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around investments, pensions, and protection. Be ready to discuss how you've successfully advised clients in the past, particularly those with assets up to £250,000.
✨Showcase Your Relationship-Building Skills
Since this role is all about building strong client relationships, think of examples where you've cultivated trust and rapport with clients, especially in a virtual setting. Prepare to share how you’ve turned satisfied clients into referrals.
✨Understand FCA Regulations
Familiarise yourself with the FCA regulations and compliance requirements relevant to the role. Be prepared to discuss how you ensure compliance in your advisory practices and how you uphold high standards in your work.
✨Demonstrate Your Team Spirit
This role involves collaborating with various internal teams, so be ready to talk about your experience working closely with others. Highlight any instances where teamwork led to improved client service or outcomes.