Job Description

You will be working in a team of Client Relationship Managers in assisting an adviser in the proactive management of our clients’ financial affairs - within agreed procedures and regulations. The role is fundamental to the success of our Client, and as a Client Relationship Manager, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.

• Develop and maintain good working relations with internal and external contacts
• Plan, organize and priorities workload to be completed within agreed service standards
• Regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
• Proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
• Work closely with the consultants to support and ensure clients’ needs are met
• Work closely with colleagues in the team and make an active contribution to the section/business unit
• Attend training sessions, maintain own training files, and develop relevant knowledge and skills

In addition to excellent career progression with fantastic opportunities for promotion training, support and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following:

• Share Incentive Plan
• Group Pension
• Life Assurance
• Income Protection
• Health Cash Plan

Required Knowledge, Skills, and Abilities

• Minimum 2 years’ experience in a similar role
• Experience in using Standard Life, Embark and Aviva platforms
• Understanding of financial services and SSAS/SIPP pension schemes
• Excellent customer service skills and attention to detail
• Ability to proactively manage client affairs in a prompt and efficient manner
• Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
• Have an organized approach with the ability to priorities workload and remain flexible in a fast-paced environment
• Be honest and resilient, with the ability to resolve issues sooner rather than later