Job Description
A new opportunity has become available for a Client Manager to join a highly reputable, independent Chartered Financial Planning firm.
As a Client Manager, you will:
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Participate in client meetings alongside the Financial Planner, documenting meeting notes to capture the client's needs and goals
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Provide excellent support to clients, keeping them updated responding to their inquiries and arranging regular review meetings
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Review client circumstances and assist in developing and executing a tailored financial strategy
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Conduct research to identify suitable financial products and services based on each client's needs
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Prepare investment strategies, mandates and reports that all comply with regulatory standards
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Keep up to date with industry trends and compliance and regulatory updates
You will need:
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A Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
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Experience working in a like for like role as a Client Manager
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Excellent relationship building skills
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Strong attention to detail
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A thorough knowledge of regulatory standards
The hired individual will receive:
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A base salary of £32,000 - 50,000 dependent on experience
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A performance-driven bonus of up to 7% for achieving key milestones
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An excellent work life balance with a starting annual leave entitlement of 33 days holiday plus bank holidays
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Hybrid working
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Further bonuses, pension and more