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- Tasks: Support Financial Advisers with admin tasks and client correspondence.
- Company: Join RWA Financial Planning, a reputable firm in Manchester city centre.
- Benefits: Enjoy 33 days holiday, pension, and support for relevant exams.
- Why this job: Kickstart your career in financial services with a dynamic team.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Hybrid working options available and excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
An exciting new opportunity has arisen for an exceptional & experienced Client Manager (Financial services administrator) to join a busy team within RWA Financial Planning who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc (SJP). This is an exceptional opportunity to join a reputable firm at our prestigious offices in Manchester city centre. We offer a great package including 33 days holiday (+ bank holidays), pension and support for relevant exams. Hybrid working will be considered.
Responsibilities
- Provide high quality administrative support to Financial Advisers and the Practice Manager including, but not limited to;
- Undertake administrative tasks to support the Financial Advisers & Practice Manager as necessary;
- Correspond with clients, internal departments and external providers by letter, telephone and email;
- Prepare files such as client review and presentation paperwork for client meetings;
- Data entry into various systems including Salesforce and maintaining accurate data across our systems for our clients;
- Update cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
- Handle complex cases and ensure that any business applications are processed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Experience & Skills
- Proven record in a previous financial services administration role;
- Exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work;
- Ability to show initiative;
- Work well on your own and as part of a team;
- Strong organisational skills;
- Excellent communication skills;
- Good time management skills;
- Work with total discretion;
- Experience within the St. James's Place Partnership would be a distinct advantage.
Join our team and embark on a rewarding career in the financial services industry. Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.
Client Manager in Bolton employer: RWA Financial Planning
Contact Detail:
RWA Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Bolton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at RWA Financial Planning. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching the company and its values. We want you to show how your skills align with their mission. Practise common interview questions and think about how your previous experience makes you the perfect fit for the Client Manager role.
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you on their radar as they make their decision.
✨Tip Number 4
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 engage directly with us. Let’s get you that Client Manager position!
We think you need these skills to ace Client Manager in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Manager role. Highlight your experience in financial services administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role at RWA Financial Planning. Share specific examples of your past experiences that align with the responsibilities listed in the job description.
Showcase Your Communication Skills: Since you'll be corresponding with clients and internal teams, it's crucial to demonstrate your excellent communication skills. Make sure your application is clear, concise, and free of errors. We love attention to detail!
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, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at RWA Financial Planning
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific role of a Client Manager. Familiarise yourself with RWA Financial Planning and St. James's Place Wealth Management, as well as their values and services. This will show that you're genuinely interested and prepared.
✨Showcase Your Skills
Prepare examples from your previous experience that highlight your exceptional administrative skills and ability to handle complex cases. Think about times when you’ve worked under pressure or demonstrated strong organisational skills, as these are key for the role.
✨Practice Communication
Since excellent communication is crucial, practice how you articulate your thoughts clearly and confidently. You might want to do mock interviews with a friend or family member, focusing on how you would correspond with clients and internal teams.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. This could be about the team dynamics, the company culture, or how success is measured in the role. It shows that you’re engaged and thinking about how you can contribute.