Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client relationships and support financial planners in achieving client goals.
- Company: Join Schofield Money Ltd., a leading Chartered Independent Financial Advisor in Yorkshire.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: 3+ years in a similar role with knowledge of financial products and regulations.
- Other info: Dynamic team atmosphere with opportunities for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Schofield Money Ltd. is a team of highly skilled and experienced financial advisors dedicated to helping clients achieve their financial goals. For over 20 years, we have built a reputation for delivering successful and trustworthy financial advice, fostering long-term relationships with our satisfied clients. Specializing in pensions, investments, insurance, and estate planning, we are proud to be among the largest Chartered Independent Financial Advisors (IFA) in the North of England. Based in Yorkshire, we provide impartial and independent financial guidance to ensure our clients' success.
As a Client Manager you will be a member within your own small team, that supports a small number of Chartered Financial Planners. Our clients include high-net-worth individuals, families, corporate entities, and trusts.
Day-to-day responsibilities:
- Arranging annual reviews with clients, including sending confirmations and booking meeting rooms.
- Scheduling meetings with prospective clients, managing letters of authority, gathering policy information, and preparing summaries.
- Creating performance presentations and ensuring that the adviser is informed of compliance requirements, planning needs, and relevant details such as company year-ends and upcoming life events. This includes tracking ISA allowances, pension contributions, drawdown details, and remaining tax-free cash.
- Sending post-meeting correspondence and action points to clients via the portal, email, or post. Updating systems and filing documents post-meeting.
- Co-ordinating with advisers and analysts on next steps and ensuring any outstanding information is obtained prior to report preparation.
- Compiling illustrations and supporting materials for suitability reports and sending them to clients.
- Submitting new business expectations and processing fund switches, withdrawals, and transfers, liaising with clients and providers throughout.
- Maintaining up-to-date records in the back-office system and completing workflows accurately and on time.
- Ensuring fees are paid and reconciled.
- Providing clients with required information for tax returns on an annual basis.
- Handling ad hoc calls and requests between annual reviews.
- Assisting with overflow calls and providing reception cover as needed.
Requirements:
- A minimum of 3 years of experience in a similar role with a solid understanding of financial products and regulations.
- Familiarity with iO software or similar systems is ideal.
- Experience with platforms such as Quilter, Abrdn, Fidelity, Scottish Widows, and Aegon is preferred but not essential.
- Strong keyboard skills and an excellent telephone manner are essential.
Client Manager in Harrogate employer: Schofield Money Ltd
Contact Detail:
Schofield Money Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for a Client Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial products and regulations. We want you to feel confident discussing pensions, investments, and compliance requirements, so do your homework and be ready to impress!
✨Tip Number 3
Showcase your organisational skills! As a Client Manager, you'll need to juggle multiple tasks. During interviews, share examples of how you've successfully managed client relationships and kept everything running smoothly in previous roles.
✨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 are proactive about their job search. So, get that application in and let's get you on board!
We think you need these skills to ace Client Manager in Harrogate
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 and any relevant software you’ve used. We want to see how your skills align with what we do at Schofield Money Ltd.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about helping clients achieve their financial goals. Share specific examples of your past successes that relate to the responsibilities listed in the job description.
Showcase Your Communication Skills: As a Client Manager, communication is key. Make sure your application reflects your strong telephone manner and written communication skills. We love clear, concise, and professional language that shows you can handle client interactions smoothly.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Schofield Money Ltd
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products and regulations. Since the role involves dealing with pensions, investments, and insurance, being able to discuss these confidently will show that you're well-prepared and understand the industry.
✨Showcase Your Client Management Skills
Prepare examples from your past experience where you've successfully managed client relationships. Highlight how you arranged meetings, handled correspondence, and ensured client satisfaction. This will demonstrate your ability to thrive in a client-focused environment.
✨Familiarise Yourself with Relevant Software
If you have experience with iO software or similar systems, be ready to discuss it. If not, do a bit of research on it and other platforms like Quilter or Aegon. Showing that you're tech-savvy can give you an edge over other candidates.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and expectations for the Client Manager role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
