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Client Relationship Manager

Location: SHOREHAM-BY-SEA, WEST SUSSEX, UNITED KINGDOM Salary: 24,000-26,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: 25 days ago Reference: X3-360680

Are you a financial services professional looking for a new role in West Sussex?

My client are looking for a client relationship manager to join their team.


Client servicing

 Provide friendly and professional point of contact for clients and enquiries (by phone, email and in person)
 Organise existing and prospective client meetings and actively manage Financial Planner’s diary and workload
 Prepare client documentation in advance of and following client meetings (as per business processes)
 Manage client service needs and client expectations to ensure client satisfaction
 Liaise with other team members on work progress per client account and keep clients informed (as per business process)
 Liaise with clients on any administration queries they may have
 Assist in client meetings when required
 Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner
 Open and maintain client files to the required compliance standards
 Ensure action points resulting from client meetings get diarised and dealt with

Business Processing

 Check accuracy and completeness of new business documentation
 Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards
 Ensure all supporting documentation is maintained as per company procedures
 Record fees
 Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
 Send letters of authority and gather accurate information as per advice process
 Obtain illustrations and application forms
 Produce portfolio valuations
 Ensure fund switches / rebalances are carried out accurately and within company timescales


 Organise client review meetings as per Annual Review Process
 Prepare paperwork required for the reviews as per Annual Review Process
 Support Financial Planner in the delivery of reviews
 Ensure implementation of agreed actions

General administration

At least 2 years experience working as an administrator 
Previous PA experience from within financial services industry 
At least 2 years working within a financial planning environment 
Certificate in Financial Planning or equivalent 



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