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For Companies At a Glance
- Tasks: Manage client portfolios and ensure smooth processing of financial applications.
- Company: Leading firm in Retirement Planning and Wealth Management with a strong presence across the UK.
- Benefits: Excellent benefits package and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in client management and strong organisational skills.
- Other info: Work in a supportive environment with a focus on compliance and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
Our client has offices from the south coast up to Scotland. We are recruiting for their Hove office. They are one of the market leaders for Retirement Planning, Wealth Management and mortgage options. They require an experienced Client Manager.
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, either directly or through co-ordination with Advisers.
- 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 and following up to track their progress.
- Ensuring all compliance requirements are met before submission, such as Know Your Client (KYC) and Anti-Money Laundering (AML) checks.
- 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.
Benefits
Excellent Benefits.
Please apply on-line or contact Cameron James.
IFA Client Manager employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of retirement planning and wealth management. We want you to be able to discuss how you can manage client portfolios effectively and handle queries with confidence.
✨Tip Number 3
Showcase your organisational skills! Be ready to talk about how you've managed client records and ensured compliance in previous roles. This will demonstrate that you can handle the responsibilities of the Client Manager position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace IFA Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Client Manager role. Highlight your experience in managing client portfolios and any relevant financial qualifications. We want to see how your skills match what we're looking for!
Showcase Your Admin Skills: Since administration is key in this role, emphasise your organisational skills and attention to detail. Mention any experience you have with maintaining accurate records and handling client queries efficiently.
Highlight Compliance Knowledge: Don’t forget to mention your understanding of compliance requirements like KYC and AML checks. This shows us that you’re not just about getting the job done, but also about doing it right!
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 us!
How to prepare for a job interview at Cameron James
✨Know Your Stuff
Make sure you brush up on the basics of retirement planning, wealth management, and mortgage options. Familiarise yourself with common financial products and regulations like KYC and AML. This will show that you're not just a candidate, but someone who understands the industry.
✨Showcase Your Organisation Skills
As a Client Manager, you'll be juggling multiple clients and their needs. Prepare examples from your past experience where you've successfully managed client portfolios or handled complex queries. Highlight your ability to keep accurate records and maintain compliance.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Be ready to discuss how you would handle specific client queries or issues, especially around documentation and application processes. This will demonstrate your problem-solving skills and client-centric approach.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for client management, or how they measure success in this role. This shows your genuine interest in the position and helps you gauge if it’s the right fit for you.
