Client Relationship Manager (Part-time) - Birmingham/Home based - Up to £40,000 FTE

Benefits:

• Private Medical Insurance
• Death In Service: 4X Salary
• 5% Employer Pension Contribution
• 28 days Holiday + Bank Holidays
• Remote/flexible working, 1 time a month in Birmingham office.

About the firm: A modern, boutique Independent Financial Advisory (IFA) firm, directly regulated and dedicated to providing high-end financial services. Our target clients include owner managed businesses, shareholders, partners, pension trustees, and high-net-worth individuals and families, all at various stages of wealth accumulation and decumulation.

Role Purpose: The role of Client relationship manager will be the coordination of all client, Senior Management and third party appointments when requested, provide support to the Administration Team when required in chasing up task queries, and the prompt and professional handling of all client enquiries.

Key Duties and Responsibilities:

• Confirm daily client appointments and update adviser calendars; notify advisers of any postponements.
• Respond promptly to enquiries received via phone, email or the Support inbox.
• Presentation, Follow-up and Client Service meetings.
• First/Referral appointments for new clients.
• Maintain accurate AR/OA recurring tasks in iO: create, update or close tasks as required and record notes.
• Complete AR Checklists and update all appointment notes in iO.

Qualifications and Skills:

• Minimum three years’ experience as a P.A.,Client Care Adviser, or similar administrative/client-facing role within an FCA-regulated firm.
• Good understanding and knowledge and awareness of relevant legislation such as; Anti- Money Laundering regulations, GDPR and Data Protection, along with other relevant financial crime legislation, including the Bribery Act.
• Always having a positive culture attitude
• Good written and oral communication skills.

What’s next?

Apply today to be considered for this client relationship manager opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.