Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers with admin tasks and client correspondence.
- Company: Join a reputable financial firm in Manchester city centre.
- Benefits: Enjoy 33 days holiday, pension, and exam support.
- Why this job: Kickstart your career in finance 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 28800 - 48000 £ 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;
- 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;
- 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;
- Be able 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 Manchester 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 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. 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 fresh in their minds 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 on board!
We think you need these skills to ace Client Manager in Manchester
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 showcase those exceptional administrative skills we’re looking for. We want to see how you can bring your unique flair 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 us at RWA Financial Planning. Mention specific experiences that demonstrate your ability to handle complex cases and your strong communication skills.
Showcase Your Organisational Skills: In your application, don’t forget to highlight your organisational skills. We love candidates who can juggle multiple tasks while maintaining accuracy. Share examples of how you’ve managed your time effectively in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly and ensures you don’t miss out on any important updates from our team!
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 changes in the industry. This will show that you're genuinely interested and prepared.
✨Showcase Your Skills
Prepare examples from your previous roles that highlight your exceptional administrative skills and ability to handle complex cases. Think about times when you’ve worked under pressure while maintaining accuracy, and be ready to discuss these experiences during the interview.
✨Communication is Key
Since the role involves corresponding with clients and internal teams, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to refine your communication style and ensure you come across as approachable and professional.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. 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 serious about the opportunity, plus it gives you valuable insights into whether the company is the right fit for you.