IFA Client Liaison Manager - Cardiff

Taylor Court Search & Selection Ltd
Cardiff, South Glamorgan
15 Jun 2017
15 Jul 2017
Contract Type
Full Time

Our client, a highly successful Chartered Financial Planning company, requires a new Client Liaison Manager to work within their dynamic team.

The purpose of the role is to be responsible for the majority of client contact and to take ownership of the annual management of ongoing client reviews.

The successful candidate will have;

  • The ability to work effectively just as well on their own as part of a busy team
  • Excellent organisation skills
  • Strong attention to detail
  • Outstanding communication skills
  • Ability to prioritise conflicting priorities
  • Good interpersonal and telephony skills

The role would ideally suit a person with several year's experience within Financial Services, who understands the working of an busy IFA company and who might have had some form of management experience.

Negotiable salary to c. £30k bonus & excellent benefit package;

  • bonus
  • 6% Pension
  • Full BUPA healthcare
  • Life Cover/DIS
  • 25 days holiday & all of Christmas to New Year off
  • Optional Working Hours (choose hours that you work: 8am-4pm OR 9am-5pm OR 10am-6pm)
  • Free Secure Parking
  • All exams & exam material paid for (if you want to do more)
  • Company Profit Share scheme
  • Childcare vouchers
  • Free Financial Planning for you & your family

Applications invited from candidates with wide ranging backgrounds including;

  • Experienced IFA Administrators with a history of strong client contact/relationship building
  • Intermediary/product providers/life office Relationship Coordinators & Account Managers or similar
  • Banking/Bancassurance candidates perhaps in a Client Relationship/Portfolio Management position with IFA understanding/experience

Excellent progression & development prospects to lead & manage a team or be key account manager for HNW clients

Refer to our website for further/contact details or call us to discuss;

Taylor Court Search & Selection Ltd. www.taylorcourt.co.uk

info(at)taylorcourt.co.uk for immediate attention on applications