At a Glance
- Tasks: Support financial advisers and manage client relationships in a dynamic environment.
- Company: Award-winning financial planning firm with a strong reputation.
- Benefits: Competitive salary, comprehensive benefits, exam support, and hybrid work model.
- Other info: Exciting opportunities for career growth in a supportive atmosphere.
- Why this job: Join a proactive team and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
A highly organised and proactive Hybrid Client Relationship Manager is sought by an award-winning, multi-office, highly reputable Financial Planner. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service.
The successful candidate will be responsible for:
- Coordinating adviser and client activities
- Maintaining accurate client records
- Acting as a key liaison between clients, advisers, paraplanners, and providers
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
Financial Advisor Support Administrator employer: Rayment Recruitment
As an award-winning financial planning firm located in North London, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee growth and development. Our hybrid working model allows for flexibility, while our comprehensive benefits package, including exam support, ensures that you are well-equipped to thrive in your role as a Financial Advisor Support Administrator. Join us to be part of a collaborative team dedicated to delivering exceptional client service and making a meaningful impact in the financial planning industry.
