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- Tasks: Be the go-to person for clients, preparing reviews and attending meetings.
- Company: Join a dynamic firm focused on financial planning and client support.
- Benefits: Enjoy flexible salary options and opportunities for career growth.
- Why this job: Gain hands-on experience and build relationships while shaping your financial career.
- Qualifications: Experience in IFA or Wealth management is essential; ambition is key.
- Other info: This role offers a unique blend of client interaction and professional development.
The predicted salary is between 36000 - 60000 £ per year.
You may be reading this as an experienced Financial Planning or IFA Administrator/Support and are keen to progress your career further whilst retaining the variety you currently have in your role. This position would see you gain exposure to all aspects of client and provider interaction as well as working directly for and alongside the Financial Planners.
You will be the first point of contact for clients and will get to know them through the attendance of on-site client meetings where you will be an integral part of the advice process. This is what sets the role apart from a traditional back office support role.
To be more specific you will:
- Prepare client reviews
- Gain experience and knowledge of cashflow modelling, an important aspect of the service given to clients
- Build foundations for either taking on the role of Paraplanning and/or developing yourself down the Financial Planner route where you will shadow the planners
- Be involved in fund research and the facilitating of draft suitability reports
Salary is flexible for the right person, who would be someone with sound and established Administration and Support knowledge & experience within an IFA or Wealth management firm, in addition to ambition to do the best job they can do in readiness to be rewarded through appreciation and career prospects.
Client Manager (Client Support) employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager (Client Support)
✨Tip Number 1
Network with professionals in the financial planning and IFA sectors. Attend industry events or webinars to connect with potential colleagues and learn more about the role. This can give you insights into what employers are looking for and help you stand out.
✨Tip Number 2
Familiarise yourself with cashflow modelling tools and techniques. Since this is a key aspect of the role, having a solid understanding will not only boost your confidence but also demonstrate your commitment to the position during interviews.
✨Tip Number 3
Prepare to discuss your experience in client interactions. Think of specific examples where you've successfully managed client relationships or resolved issues, as this will show your capability in being the first point of contact for clients.
✨Tip Number 4
Research StudySmarter and our approach to client support. Understanding our values and how we operate will allow you to tailor your conversations and show how you can contribute to our team effectively.
We think you need these skills to ace Client Manager (Client Support)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Financial Planning or as an IFA Administrator/Support. Emphasise any client interaction and support roles you've had, showcasing your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Client Manager role. Mention specific experiences that demonstrate your understanding of client needs and your ability to work alongside Financial Planners. Show how your skills align with the job description.
Highlight Relevant Skills: Focus on skills that are crucial for this role, such as client communication, cashflow modelling, and fund research. Provide examples of how you've successfully used these skills in previous positions to enhance client satisfaction.
Show Your Ambition: Convey your ambition to progress within the company. Discuss your interest in Paraplanning or becoming a Financial Planner, and how this role fits into your career goals. This will show the employer that you are committed to growth and development.
How to prepare for a job interview at Click To Hired
✨Show Your Client Interaction Skills
As a Client Manager, you'll be the first point of contact for clients. Highlight your experience in client interactions and how you've built relationships in previous roles. Be prepared to discuss specific examples where you successfully managed client expectations or resolved issues.
✨Demonstrate Your Financial Knowledge
Since this role involves exposure to financial planning and cashflow modelling, brush up on your financial knowledge. Be ready to discuss relevant concepts and how you've applied them in your past roles. This will show your potential employer that you're not just familiar with the terminology but can also contribute meaningfully.
✨Prepare for Practical Scenarios
Expect to face practical scenarios during the interview that may involve preparing client reviews or conducting fund research. Practise how you would approach these tasks and be ready to explain your thought process. This will demonstrate your readiness for the hands-on aspects of the role.
✨Express Your Career Ambitions
The job description mentions opportunities for growth into Paraplanning or Financial Planning. Be open about your career aspirations and how this role fits into your long-term goals. This shows that you're not only interested in the position but are also committed to developing your skills and advancing your career.
