Job title: Client Relationship Manager – Hove
Company: Blakemore Recruitment
Job description: We are currently recruiting for a Financial Planning practice in Hove who are looking to recruit a Client Relationship Manager. This role does offer hybrid working.PurposeThe Client Relationship Manager, reporting to the Regional Client Delivery Manager, will collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes.In coordination with Advisers, Paraplanners, and Client Service Administrators, the role will support the management of a client portfolios. Responsibilities include liaising with policy and platform providers, obtaining illustrations, processing new business applications, and tracking them through to completion.The role is crucial in maintaining the Client/Adviser relationship, directly communicating with clients to keep them updated at each stage of the process and throughout their journey.Key ResponsibilitiesAdministration
- Managing a portfolio of clients and maintaining accurate client records.
- Preparing client files for meetings, including gathering relevant documentation and reports.
- Handling client queries and ensuring timely responses, either directly or through co-ordination with Advisers.
- Handling the submission and processing of new business applications for all types of financial products.
- Liaising with product providers to ensure applications are processed efficiently and following up to track their progress.
- Ensuring all compliance requirements are met before submission, such as Know Your Client (KYC) and Anti-Money Laundering (AML) checks.
- Maintaining and updating the firms back-office systems with client details, transactions, and investment updates.
- Ensuring the integrity and security of client data.
Suitability and Document Preparation
- Preparing illustrations and basic suitability reports for clients based on financial advisers’ recommendations.
- Ensuring that client documentation is completed and submitted accurately
- Updating client portfolios with changes in investments or policies ensuring the CRM system reflects the changes.
- Working closely with paraplanners to support the preparation of detailed financial plans and advice documents.
- Assisting in research and data collection for product recommendations or investment strategies.
Team Leadership and Mentorship
- Providing guidance and support to Client Service Administrators, ensuring their work meets quality and compliance standards.
- Assisting with training new staff and acting as a point of escalation for complex cases.
Client Communications and Relationship Management
- Regularly communicating with clients to update them on the status of their applications or portfolios.
- Ensuring that client review meetings have been organised and scheduled and follow-ups and actions are completed.
- Building and maintaining relationships with product providers, platforms, and insurers.
- Coordinating with solicitors, accountants, and other third-party professionals on behalf of clients, where necessary.
Key Competencies & Characteristics
- Attention to detail
- Organisational skills
- Strong communication skills
- Regulatory knowledge and compliance awareness
- Client-centric approach
- Problem-solving and initiative
- Technical proficiency
- Team leadership and collaboration
- Time management and ability to work under pressure
- Adaptability and flexibility
- Ethics and integrity
- Numerical and analytical skills
- Relationship management skills
- Self-motivator
- Ability to maintain a calm, objective and inclusive stance when dealing with people issues
- An ability to drive a positive working culture within the physical office and remote working environment
Experience
- Previous IFA or Financial Services experience
- Good knowledge of financial products, services and liaising with financial Providers
- Experience of new business processing, submitting proposals to tracking them to completion
- Good knowledge of compliance and regulatory procedures, document handling and data security
- Client relationship management
- Confidently use a back-office/CRM system
- Team leadership or mentorship exposure
- Experience in managing a client portfolio
- Problem solving and workflow optimisation
Expected salary: £30000 – 35000 per year
Location: Hove, East Sussex
Job date: Sun, 04 May 2025 06:00:18 GMT
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