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Client Relationship Manager

Employer
MM WEALTH LTD
Location
UK
Salary
Competitive
Closing date
15 Sep 2021

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Sector
Accountancy
Contract Type
Permanent
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The successful applicant will be based at the office in Girton but may be required to work from our Northampton office or another location from time to time. The CRM will support advisers in the provision of independent financial planning advice to the clients of MM Wealth and maintain ongoing relationships with clients of the firm.

Responsibilities will include:
  • Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and the firm's policies
  • Undertake comparative research and preparation for recommendations to clients
  • Prepare suitability report and recommendations including cashflow modelling where appropriate
  • Communicate as necessary with client's other professional advisers (Accountant/Solicitor)
  • Be the regular point of contact for client to deal with day-to-day enquiries from clients
  • Attend client meetings as required and take notes which will be written up and sent to clients for approval
  • Review draft client valuation documents for accuracy and presentation
  • Maintain and develop templates/guides used by the Financial Planning Team
  • Recognise the team ethic at MM Wealth and be flexible in providing support to other disciplines within the firm
  • Support the firm's client centric culture
  • Ensure relevant CPD is maintained and recorded accurately
  • Develop professional qualifications in line with requirements of the role specifically and the firm's needs more generally
  • Comply with the relevant Conduct Rules, as per the Senior Managers & Certification Regime
  • Adhere to the Company handbook at all times
  • Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA)


If you are interested in this position, please submit your CV to Sarah Johnson, Executive PA, at sarah@mmwealth.co.uk
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