Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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.
- Other info: Hybrid working options available and excellent career growth opportunities.
- Why this job: Kickstart your career in financial services with a dynamic team.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 28800 - 43200 £ 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.
- 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.
Accounts Manager Client Manager in Manchester employer: RWA Financial Planning
Contact Detail:
RWA Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Manager Client Manager in Manchester
✨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. Understand what makes RWA Financial Planning tick, and be ready to discuss how your skills align with their mission. This shows you’re genuinely interested and not just another applicant.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own. Use examples from your past roles to illustrate your experience.
✨Tip Number 4
Follow up after your interview! A simple thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision. And remember, apply through our website for the best chance!
We think you need these skills to ace Accounts Manager Client Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Client Manager. Highlight your previous 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. Share specific examples of your administrative skills and how you've handled complex cases in the past. We love a good story!
Show Off 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 appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates. Plus, it shows you're keen on joining our team at RWA Financial Planning!
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 any recent news or developments in the industry. 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 work under pressure. Think about times when you've successfully managed complex cases or demonstrated strong organisational skills. Be ready to discuss these in detail during the interview.
✨Communicate Clearly
Since excellent communication skills are key for this role, practice articulating your thoughts clearly and concisely. You might want to do a mock interview with a friend or family member to get comfortable discussing your experience and answering questions confidently.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the team, company culture, and expectations for the role. This not only shows your interest but also helps you determine if the company is the right fit for you.