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- Tasks: Support Financial Planners with client management and administrative tasks.
- Company: Award-winning IFA Wealth practice in Hawarden.
- Benefits: Competitive salary up to £33k, excellent benefits, and hybrid working options.
- Other info: Dynamic role with opportunities for career growth and development.
- Why this job: Join a successful team and progress your career in financial planning.
- Qualifications: Experience as a Paraplanner or Senior IFA Administrator; Level 4 Diploma preferred.
Award winning, IFA Wealth practice in Hawarden, are looking to augment their successful Financial Planning team by recruiting a Client Relations Manager to join their office.
You will be supporting the team of Financial Planners with end to end management of the business process, preparing reports, documents, general admin support and dealing with client queries. The role sits between IFA Admin and Paraplanning.
A competitive salary is on offer with this role of up to £33k, depending on qualifications and experience, excellent benefits, career progression and hybrid working, post-probation, making this a sought after opportunity!
Ideally, you will be a Paraplanner looking to do less reports and more of other functions, or a Senior IFA Administrator looking to progress. You should be studying for a Level 4 Diploma, experienced with the likes of Intelligent Office, Cash Calc, FE Analytics etc., and have a good attention to detail.
Click and apply ASAP for this role, as my client is keen to secure the right candidate.
Client Relations Manager in Hawarden employer: Mitchell Hall Consulting
Contact Detail:
Mitchell Hall Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relations Manager in Hawarden
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know about opportunities at IFA Wealth practices. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for the interview by researching the company and its values. Understand their approach to client relations and think of examples from your experience that align with their goals. This will show them you're not just another candidate, but someone who truly gets what they do.
✨Tip Number 3
Practice your pitch! You want to be able to clearly articulate why you’re the perfect fit for the Client Relations Manager role. Highlight your experience with financial planning tools and your attention to detail – these are key in this position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Relations Manager in Hawarden
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Client Relations Manager role. Highlight your experience in supporting financial planners and managing client queries, as this will show us you’re a great fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your background as a Paraplanner or Senior IFA Administrator makes you the perfect candidate. We want to see your personality come through!
Showcase Relevant Skills: Don’t forget to mention your experience with tools like Intelligent Office and Cash Calc. These are key to the role, so let us know how you’ve used them in your previous positions to support financial planning processes.
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 about the role. Click and apply ASAP!
How to prepare for a job interview at Mitchell Hall Consulting
✨Know Your Stuff
Make sure you’re familiar with the company’s values and the specifics of the Client Relations Manager role. Brush up on your knowledge of financial planning processes and tools like Intelligent Office and Cash Calc, as these will likely come up in conversation.
✨Showcase Your Experience
Prepare to discuss your previous roles, especially if you’ve been a Paraplanner or Senior IFA Administrator. Highlight how your experience aligns with the responsibilities of supporting Financial Planners and managing client queries effectively.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. This could be about the team dynamics, the company culture, or how they measure success in the Client Relations Manager role. It shows you’re genuinely interested and engaged.
✨Demonstrate Attention to Detail
Since attention to detail is crucial for this role, be prepared to give examples of how you’ve ensured accuracy in your work. Whether it’s preparing reports or handling client communications, showing that you take pride in your work will set you apart.