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For Companies At a Glance
- Tasks: Manage client portfolios and ensure smooth business processes.
- Company: Join a well-established Wealth Management firm in Solihull.
- Benefits: Enjoy hybrid working, 25 days holiday, and study support.
- Why this job: Great opportunity for career growth in a supportive environment.
- Qualifications: Experience in financial services and strong knowledge of financial products required.
- Other info: Flexible work-from-home options available up to three days a week.
The predicted salary is between 22400 - 28000 £ per year.
An excellent opportunity has arisen for a Client Relationship Manager to join a well-established Wealth Management firm in Solihull. This role is ideal for a highly organised and proactive professional with experience in financial services, looking to take the next step in their career. The firm is known for providing high-quality client service and tailored financial planning solutions.
The Role
As a Client Relationship Manager, you will be responsible for managing client portfolios, ensuring smooth business processes, and maintaining strong relationships with both clients and financial providers. You will work closely with Advisers, Paraplanners, and Administrators to ensure outstanding service delivery and compliance with regulatory requirements.
Key Responsibilities
- Manage a portfolio of clients, ensuring accurate records and data integrity
- Prepare client files for meetings, including gathering reports and supporting documents
- Handle client queries directly or coordinate with Advisers for resolutions
- Process and submit new business applications for financial products, liaising with providers
- Conduct KYC and AML checks to ensure regulatory compliance
- Maintain and update back-office systems with client details and portfolio changes
- Assist in the preparation of suitability reports and financial documents
- Provide training and mentorship to Administrators, acting as a point of escalation for complex cases
- Build and maintain strong relationships with providers, platforms, and third-party professionals
- Ensure all compliance and regulatory standards are met, supporting audits and regulatory reviews
What We’re Looking For
- Experience in an IFA or financial services environment
- Strong knowledge of financial products and services, with experience liaising with providers
- Proven track record of managing new business processing from submission to completion
- Understanding of compliance, regulatory procedures, and data security
- Experience managing client relationships and portfolios
- Familiarity with CRM/back-office systems
- Exposure to team leadership, mentoring, or acting as a point of escalation
- Strong problem-solving skills with the ability to streamline workflows
Package and Benefits
- Salary - £28,000 to £35,000
- Hybrid Working - Flexibility to work from home up to three days per week
- 25 days holiday + wellbeing day
- Company pension scheme
- Death in service cover
- Study support for ongoing professional development
This is an excellent opportunity to join a progressive and supportive firm, offering career growth and professional development in a dynamic working environment. Apply today to find out more.
Trainee Paraplanner (Client Relationship Manager) employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner (Client Relationship Manager)
✨Tip Number 1
Familiarise yourself with the specific financial products and services mentioned in the job description. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as Client Relationship Managers or Paraplanners. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with compliance and regulatory procedures in detail. Being able to articulate your understanding of these areas will set you apart from other candidates.
✨Tip Number 4
Showcase your problem-solving skills by preparing examples of how you've streamlined workflows or improved processes in previous roles. This will highlight your proactive approach and suitability for the position.
We think you need these skills to ace Trainee Paraplanner (Client Relationship Manager)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, client relationship management, and any specific skills mentioned in the job description. Use keywords from the job listing to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that align with the responsibilities of a Client Relationship Manager and how you can contribute to their success.
Highlight Compliance Knowledge: Since compliance is crucial in this role, emphasise your understanding of regulatory procedures and data security. Provide examples of how you've ensured compliance in previous positions.
Showcase Problem-Solving Skills: In your application, include instances where you've successfully resolved client issues or streamlined processes. This will demonstrate your proactive approach and ability to handle challenges effectively.
How to prepare for a job interview at mbf
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services relevant to the role. Be prepared to discuss how these products can benefit clients and how you've used them in past experiences.
✨Demonstrate Client Relationship Skills
Prepare examples that showcase your ability to manage client relationships effectively. Highlight any experiences where you've resolved client queries or built strong connections with clients and providers.
✨Showcase Your Organisational Skills
As a Trainee Paraplanner, being organised is key. Discuss how you manage client portfolios and ensure data integrity. Bring up specific tools or methods you use to stay on top of tasks and deadlines.
✨Understand Compliance and Regulatory Standards
Familiarise yourself with compliance and regulatory procedures in the financial services sector. Be ready to explain how you ensure adherence to these standards in your work, especially regarding KYC and AML checks.
