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- Tasks: Support financial planners and manage client relationships in a dynamic wealth management team.
- Company: Friendly and professional wealth management practice based in Liverpool.
- Benefits: Competitive salary, pension benefits, holiday entitlement, and hybrid working options.
- Other info: Full-time position with excellent career growth opportunities in a supportive environment.
- Why this job: Join a pivotal role in a thriving team and make a real impact on clients' financial journeys.
- Qualifications: Experience in financial services, strong organisational skills, and knowledge of investments and pensions.
The predicted salary is between 32500 - 32500 £ per year.
My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office.
You will be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolios and other aspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer with this role, depending on experience (between £30,000 to £35,000) with Pension benefits, holiday entitlement, hybrid working & other benefits!
Ideally, you will have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is full time, with hybrid working on offer.
Click and apply ASAP, as a short list is being drawn up for interview.
Client Relationship Manager in Liverpool employer: Mitchell Hall Consulting
Contact Detail:
Mitchell Hall Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at the Wealth Management practice. A friendly chat can sometimes lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products. Make sure you can confidently discuss investments and pensions, as this will show you're serious about the Client Relationship Manager role.
✨Tip Number 3
Practice your communication skills! As a Client Relationship Manager, you'll be dealing with clients regularly. Role-play common scenarios with a friend to get comfortable handling client queries and portfolio discussions.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Relationship Manager in Liverpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial services and any relevant client relationship management experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Relationship Manager role. Share specific examples of how you've supported teams in the past and your knowledge of financial products.
Showcase Your Organisational Skills: Since this role involves juggling various tasks, make sure to mention your organisational skills in both your CV and cover letter. We want to see how you manage your time and prioritise tasks effectively!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who follow instructions!
How to prepare for a job interview at Mitchell Hall Consulting
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like investments and pensions. Being able to discuss these confidently will show that you're well-prepared and understand the industry, which is crucial for a Client Relationship Manager.
✨Showcase Your Organisational Skills
Since this role involves a lot of admin work, be ready to share examples of how you've successfully managed multiple tasks in the past. Highlighting your organisational skills will demonstrate that you can handle the demands of the job effectively.
✨Prepare for Client Scenarios
Think about potential client queries or situations you might face in this role. Practising your responses to these scenarios will help you feel more confident during the interview and show that you can think on your feet.
✨Emphasise Team Collaboration
This position requires working closely with IFA Administrators, Financial Planners, and Paraplanners. Be prepared to discuss your experience in team settings and how you contribute to a positive and productive work environment.