Job Title: Client Manager
Albion House Wealth Management provides wealth management and financial services to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management.
We are looking to recruit a Client Manager to complement our existing team who work in a professional and friendly environment located in Oldham Town Centre.
This is a permanent role Monday to Friday offering a competitive salary and excellent staff benefits.
Requirements and details of the role
· Provide high level technical and administrative support.
· Working closely with the Financial Planners to achieve Client objectives.
· Ensure that files are complete with all required client identification documentation and necessary application forms.
· Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM.
· Compiling clear and comprehensive reports.
· Prepare suitability letters and reports (liaising with administrators), taking responsibility for the client files and back-office IT records throughout the advice process.
· Prepare client reviews, updating cash flow models, investment performance reviews.
· Process applications accurately and record the required management information.
· Progress applications with product providers, planners, clients, and other third parties to ensure that each case is completed in a timely manner.
· Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills.
· Running reports and illustrations and collating key data.
· Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales.
· Progressing applications with product providers, chasing up Letters of Authority.
· Producing templated client letters and reports.
Training
Full training in company specific software and company compliance requirements will be provided.
Salary & Package
· Competitive salary
· Automatic enrolment onto the company’s pension scheme
· Excellent staff benefit package
· Friendly and supportive team environment
· Flexible and hybrid working arrangements considered
How to apply
Please send your full CV to ***email_hidden*** - No Agencies please.
Website:
£38k - £45k per annum
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