Developing Client Relationship Manager in Belfast

This is an exciting opportunity for a graduate to launch their career in client relationship management within the financial services industry. Joining a thriving team, you will work closely with Financial Planning Consultants, Paraplanners, and Client Services staff to deliver exceptional client support and build strong relationships. You will receive full training, including support to achieve industry qualifications, and gain hands-on experience with tasks such as new business processing, client communication, and preparation for client meetings.

Key Responsibilities (What You Will Learn):

• Client Relationship Support: Assist senior team members in building and maintaining client relationships. Respond to client queries via phone, email, and written correspondence. Prepare for client meetings by producing compliance documentation and valuations.
• Administrative Support: Process new business applications, ensuring accuracy and regulatory compliance. Maintain accurate and up-to-date client records using company systems. Liaise with investment companies and providers to gather required information.
• Reporting and Analysis: Prepare client valuations, annual statements, and tailored reports. Monitor and manage tasks to meet client deadlines and internal KPIs.
• Learning and Development: Participate in an award-winning graduate training program with dedicated mentoring. Develop expertise in financial services, gaining exposure to various career pathways such as paraplanning or financial consultancy.

We are looking for:

• Academically applicants need to have obtained a minimum 2:1 degree. We will also consider students who have not achieved the academic requirements stated but who can demonstrate that they are an exceptional and outstanding candidate.
• Candidates must have also obtained GCSE grade B in Maths and English Language.
• Graduate from any degree discipline welcome.
• Desire to work within the Financial Services Industry and be able to show a keen and informed interest in developing a career within the industry.
• Growth Mindset and a passion for learning.
• Be able to demonstrate good planning, prioritisation and organisational skills, highlighting issues and suggesting possible solutions to problems.
• Strong, task-focused, team player with a positive and proactive approach.
• Ability to build good working relationships, working in a team environment and using own initiative.
• Ability to multi-task and work under pressure in a busy environment.
• Attention to detail and professionalism.
• Initiative and enthusiasm with the ability to learn new systems and tasks quickly.
• Excellent communication skills, both oral and written.
• Microsoft Office Skills and generally good IT skills.
• Demonstrate commercial awareness.
• Evidence of initiative, personal drive and ambition are essential to excel within a challenging and fast-paced environment.
• All applicants must have the right to work in the UK.

Once you have completed all training programmes and initial probationary periods you will be offered a permanent position and have access to the following benefits:

• Flexible Benefits Packages: Customizable options including eco-friendly car schemes, savings plans, and voluntary perks.
• Health and Wellbeing Support: Focused resources for physical, mental, and financial health.
• Hybrid Working: Opportunities for remote and in-office work to support work-life balance.
• Financial Services Qualifications: Full training and funding to pursue professional certifications and career advancement in financial services.
• Voluntary Benefits: Access to programs like cycle-to-work schemes, retail discounts, dining clubs, and travel insurance.
• Financial Education and Security: Initiatives to enhance financial literacy, including investment and pension advice.
• Online Benefits Platforms: Tools to manage and personalise benefits with ease.