Client Relationship Manager for Independent Financial Advisor

Recruiter
Cobham Consulting
Location
Denner Hill
Posted
11 Jan 2018
Closes
12 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Client Relationship Manager

Location: Hemel Hempstead
Salary: £28,000 - £30,000 / Annum

Benefits:

Employer matched pension contributions 5%

23 days holiday

Option of Gym membership

Inclusion in discretionary bonus scheme

JOB TITLE: Client Relationship Manager

PURPOSE OF JOB: To support Financial Planners and ensure smooth delivery of excellent client service and client communication as per business processes.

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
  • Perform all tasks relevant to the Advice and Review Processes accurately and in a timely manner

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 firms standards
  • Ensure all supporting documentation is maintained as per company procedures
  • Invoice 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

Reviews

  • Organise client review meetings as per Annual Review Process
  • Prepare paperwork required for the reviews as per Annual Review Process
  • Support FPs in the delivery of reviews (meetings) if required
  • Ensure implementation of agreed actions

General administration

  • Answering the phone
  • Ensure back-office systems are kept up-to-date
  • Filter FP’s emails, general information, queries, phone calls and invitations
  • Open, scan, log and allocate incoming post if needed
  • Sort and Frank Outward post (if needed)
  • Proofreading for grammar and spelling
  • Other duties as directed by management
  • Location: Hemel Hempstead
  • Sector: Accounts, Admin, Financial Services, Office
  • Salary: £28,000 - £30,000 / Annum
  • Reference: 1219
  • Job Type: Permanent / Temporary