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- Tasks: Support clients and deliver outstanding service while collaborating with Advisors.
- Company: Join NFP, an Aon Company, in a vibrant and diverse environment.
- Benefits: Enjoy a hybrid work model, flexible hours, and a focus on well-being.
- Why this job: Make a real difference in client relationships and grow your career in finance.
- Qualifications: Experience in financial planning and strong IT skills are essential.
- Other info: Be part of a culture that values diversity, inclusion, and community engagement.
The predicted salary is between 36000 - 60000 £ per year.
We are NFP, an Aon Company, providing services and solutions to support businesses and people. We have capabilities that extend around the globe, including the UK, Ireland, EMEA, APAC, and North America. It is a time of rapid growth for the European arm of the business, and we are looking for someone to provide administrative support and take ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service.
Overview of duties:
- Preparation of client annual review meetings and compliant ongoing suitability reports
- Following Adviser review meetings
- Preparation of client documentation for switches/withdrawals/top-ups and submission
- Preparation of switch/withdrawal/top-up suitability reports in a compliant fashion for adviser
- Execution of additional business submission with Providers
- Manage ongoing client information on back office
- Deal with any ad hoc client queries
- Liaise with Compliance Department, Accounts and other parts of the business
Person specification:
- Previous experience working within the private client financial planning industry is necessary
- Strong working knowledge of private client back office software
- Good IT skills including Microsoft Office suite
- Experience of cashflow modelling software
- Honest and trustworthy with a desire to work to the highest standards of compliance
- Excellent verbal and written communication skills
- Ability to work to a high level of accuracy and prioritise effectively
Education / and or Experience:
- Previous experience in a wealth / financial planning role
Key Information:
- Hours: Monday - Friday, 35 hours
- Location: Bromsgrove, Hybrid
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.
Attractions - NFP:
We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working. Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how. We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work. Our diversity and inclusion initiatives and charity work form a large part of this. NFP has an Executive Board member who is dedicated to diversity and inclusion, and has a D&I Board made up of individuals from across our entire business.
Client Relationship Manager in London employer: NFP Corp. Europe
Contact Detail:
NFP Corp. Europe Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the hunt for a Client Relationship Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching NFP and understanding their PeopleFirst culture. Think about how your skills in client service and compliance can contribute to their mission. Tailor your responses to show that you’re not just a fit for the role, but for the company too!
✨Tip Number 3
Practice your communication skills! As a Client Relationship Manager, you'll need to convey information clearly and effectively. Try mock interviews with friends or use online resources to sharpen your verbal and written communication.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the NFP team and contributing to their growth.
We think you need these skills to ace Client Relationship Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Relationship Manager role. Highlight your experience in the private client financial planning industry and any relevant software skills. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our PeopleFirst culture. Be genuine and let your personality come through – we love that!
Showcase Your Communication Skills: Since excellent verbal and written communication skills are key for this position, make sure your application reflects that. Keep your language clear and professional, but don’t be afraid to let your unique voice show through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at NFP Corp. Europe
✨Know Your Stuff
Make sure you brush up on your knowledge of the private client financial planning industry. Familiarise yourself with the specific services and solutions that NFP offers, as well as their approach to customer service. This will show that you're genuinely interested in the role and understand what it entails.
✨Showcase Your Skills
Prepare examples that highlight your experience with back office software and cashflow modelling. Be ready to discuss how you've used these tools in previous roles to enhance service delivery. This will demonstrate your technical proficiency and ability to manage client information effectively.
✨Communicate Clearly
Since excellent verbal and written communication skills are crucial for this role, practice articulating your thoughts clearly. You might even want to prepare a mock presentation or report to showcase your ability to convey complex information in a straightforward manner.
✨Emphasise Teamwork
NFP values collaboration, so be prepared to discuss how you've worked in partnership with advisors or other departments in the past. Share specific instances where your teamwork led to improved client outcomes, highlighting your ability to contribute positively to a vibrant working environment.
