At a Glance
- Tasks: Support financial advisers and manage client relationships in a dynamic, hybrid role.
- Company: Award-winning financial planning firm with a strong reputation.
- Benefits: Competitive salary, comprehensive benefits, exam support, and flexible working.
- Other info: Enjoy a collaborative environment with a focus on professional development.
- Why this job: Join a team that values client service and offers real career growth opportunities.
- Qualifications: Organised, proactive individuals with strong communication skills are encouraged to apply.
The predicted salary is between 35000 - 40000 £ per year.
A highly organised and proactive Hybrid Client Relationship Manager is required to support the client journey from initial enquiry through to ongoing review, ensuring a consistently high level of client service.
Key Responsibilities:
- Set up new leads and prospects and maintain accurate records in our back-office system.
- Manage and update tasks for new leads.
- Attach Adviser correspondence and relevant documentation to client records.
- Prepare and issue compliance packs for client meetings.
- Chase outstanding documentation and upload completed paperwork to our back-office system.
- Send and manage risk profile questionnaires and record responses.
- Set up clients on the client portal and manage related documentation.
- Issue, chase and record fee agreements.
- Ensure first review meetings are scheduled for clients with ongoing service agreements.
- Upload and maintain AML documentation in our back-office system.
- Act as a key point of contact for clients, ensuring prompt responses and clear communication.
- Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation.
- Review upcoming Adviser diary and ensure meeting documentation is prepared and issued.
- Liaise with internal departments and external providers regarding client cases.
- Generate, issue and maintain client Fact Finds.
- Support review meeting preparation and liaise with Paraplanners where required.
- Prepare cases for suitability reports ensuring all documentation is complete.
- Pre-populate application paperwork for new business where appropriate.
- Monitor client platform cash levels to ensure sufficient funds for charges and income needs.
- Review, edit and upload meeting notes and issue approved notes to clients.
Expectations:
Advisor Support - Financial Planning employer: Rayment Recruitment
As an award-winning financial planning firm located in North London, we pride ourselves on fostering a supportive and collaborative work environment that prioritises employee growth and development. Our hybrid working model allows for flexibility, while our comprehensive benefits package and exam support ensure that you are well-equipped to thrive in your role as an Advisor Support. Join us to be part of a team that values high-quality client service and offers meaningful career advancement opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Support - Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially how they relate to client service. Practise common interview questions and think about how your experience aligns with the role of Client Relationship Manager.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Make sure your application stands out by tailoring it to the specific role and showcasing your organisational skills and proactive attitude.
We think you need these skills to ace Advisor Support - Financial Planning
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Advisor Support role. Highlight your experience in client relationship management and any relevant financial planning skills. We want to see how you can support our Advisers and enhance the client journey!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your proactive approach aligns with our values at StudySmarter. Let us know how you can contribute to our team!
Showcase Your Organisational Skills:In this role, being organised is key! Make sure to mention any tools or systems you've used to manage client records and tasks. We love seeing candidates who can keep everything running smoothly!
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. We can’t wait to hear from you!
How to prepare for a job interview at Rayment Recruitment
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of the Advisor Support role. Familiarise yourself with tasks like managing client records and coordinating activities between advisers and clients. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role requires a high level of organisation, be prepared to discuss specific examples from your past experiences where you've successfully managed multiple tasks or projects. Highlight how you kept everything on track and ensured nothing fell through the cracks.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle various client scenarios. Think about times when you've had to communicate clearly and effectively, especially under pressure. Practising these responses will help you feel more confident during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for client management, or how success is measured in this role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
