Client Manager

Working in the Client Services team reporting to the Client Services Manager, you will be liaising closely with our team of wealth managers.

We are on the lookout for an office-based Administrator to join our dynamic and fast-paced team. Working in the Client Services team reporting to the Client Services Manager, you will be liaising closely with our team of wealth managers. You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and managing a high level of plan information requests (Letters of Authority).

Key Duties

  • Sending letters of authority to plan providers and preparing information received for adviser presentation.
    Processing business applications accurately and taking ownership and accountability of client cases through to completion, this includes liaising with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
  • Preparing adviser meeting packs and portfolio valuations as requested.
  • Ensuring the accuracy and completeness of all client records, including saving of product information and client documentation in a standardised manner.
  • Providing administrative support to the financial advisers and management as required.
  • Maintain technical competence at an appropriate level to meet the requirements of the role.
  • Ensure all client communication is stored and evidenced appropriately.
  • Assist with the management of the client record management system for all aspects of the wealth managers’ clients.
  • Uphold a high level of confidentiality and professionalism among staff, clients, and professional key stakeholders whilst projecting a professional image in both appearance and attitude, providing quality support on time to agreed standards.
  • Support the day-to-day business operations within the practice when required.

 

Skills and Experience:

  • Faultless interpersonal skills, assertive whilst friendly with a professional demeanour.
  • Impeccable face-to-face and telephone client interaction skills and ability to build rapports swiftly with all manner of personalities.
  • Impeccable written communication skills.
  • Excellent organisation skills.
  • Excellent Microsoft Office skills, with an ability to adapt and learn the use of internal systems and databases.
  • Good at managing own workload and ability to prioritise tasks whilst retaining a high level of attention to detail in a fast-paced environment.
  • Good time management with the ability to multi-task and change focus throughout the day when necessary.
  • An ability to remain calm when faced with conflicting demands whilst demonstrating a positive attitude at all times.
  • Highly self-motivated, attentive and demonstrates a can-do attitude.
  • Must be a team player.

 

Key Requirements:

  • Proven record in a previous financial services administration role or be able to prove that you are able to meet the above criteria.
  • Fully office based.
  • Strong written English skills.
  • Experience using Salesforce an advantage.

 

Location – Congleton, Cheshire, CW12.

Salary – DOE

 

What’s in it for you?

Life at Franklyn comes with the following benefits:

  • Contributory pension scheme (after 3 months continuous service).
  • Death in service (after 6 months continuous service).
  • Critical illness cover and income protection (after 2 years continuous service).
  • Private medical insurance (after 5 years continuous service).
  • 29 days holiday inclusive of any bank holidays.
  • Health and wellbeing fitness session every week.
  • Quarterly team events.
  • Support with professional development if desired such as further qualifications.
  • Access to your own financial adviser.

Apply Now

" (Required)" indicates required fields

Max. file size: 2 GB.

The practice together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Practice’s Privacy Policy or the St. James' Place Privacy Policy.