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- Tasks: Support Financial Advisers with admin tasks and client correspondence.
- Company: Join a leading firm in the financial services industry.
- Benefits: Competitive salary, career growth, and a supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong admin skills, attention to detail, and excellent communication.
- Other info: Opportunity for personal development and a rewarding career path.
The predicted salary is between 36000 - 60000 £ per year.
An exciting new opportunity has arisen for an exceptional Client Manager.
Responsibilities include:
- Undertaking administrative tasks to support the Financial Advisers.
- Corresponding with clients, internal departments and external providers by letter, telephone and email.
- Preparing 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.
- Updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
- Handling complex cases and ensuring that any business applications are processed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Experience required:
- 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.
- Ability to work well on your own and as part of a team.
- Strong organisational skills.
- Excellent communication skills.
- Good time management skills.
- Ability to 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 employer: RWA Financial Planning
Contact Detail:
RWA Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at St. James’s Place Partnership. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by practising common questions related to client management and administrative tasks. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed complex cases or maintained accurate data under pressure. This will demonstrate your ability to handle the responsibilities of a Client Manager.
✨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 engage directly with us.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Manager role. Highlight your exceptional administrative skills and any relevant experience you have, especially if it relates to financial services or working with clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you're the perfect fit for the role. Don’t forget to mention your ability to handle complex cases and work under pressure.
Showcase Your Organisational Skills: In your application, give examples of how you've demonstrated strong organisational skills in previous roles. This could be through managing multiple tasks or ensuring accuracy in data entry – both are key for this position!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at RWA Financial Planning
✨Know Your Stuff
Make sure you understand the role of a Client Manager inside out. Familiarise yourself with the key responsibilities, especially around administrative tasks and client communication. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Skills
Prepare examples that highlight your exceptional administrative skills and ability to work under pressure. Think of specific situations where you've demonstrated strong organisational skills or excellent communication. This will give the interviewers a clear picture of how you can contribute to their team.
✨Practice Makes Perfect
Rehearse common interview questions related to client management and data handling. Consider questions about how you handle complex cases or ensure compliance. Practising your responses will help you articulate your thoughts clearly during the actual interview.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, the tools they use for data entry like Salesforce, or how they handle client reviews. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.