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Client Relationship Manager, Cardiff (CW-1937)

£24000 - £ plus benefits
We are delighted to be representing this well established financial planning firm who aim to offer the highest quality, most accessible financial planning service in the UK. They are committed to building real, face-to-face relationships with each of their clients, many of whom view them as friends and partners. 
People are at the heart of financial planning and with this in mind they offer a competitive package of staff benefits to including working a 4 day week but being paid for 5 days! They offer real training and support to develop yourself and your career to include professional qualifications.
Overview of Role
  • The purpose of the role is to support Financial Planners and ensure smooth delivery of excellent client service and client communication as per business processes.
Key Responsibilities & Accountabilities
Client Servicing
  • Provide friendly professional point of contact for clients and enquiries. 
  • To be the first point of contact for incoming calls.
  • Meet and greet clients and guests as they arrive at the office.
  • Prepare meeting rooms prior to clients or guests arriving.
  • Organise existing and prospective client meetings and actively manage all Financial Planners diary and workload.
  • Prepare client documentation in advance of and following client meetings.
  • Manage client service needs and client expectations to ensure client satisfaction.
  • Liaise with team members on work progress per client account and keep clients informed
  • Liaise with clients on any administration queries they may have.
  • Assist in client meetings when required. 
  • Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner.
  • Open and maintain client files to the required compliance standards.
  • Ensure action points resulting from client meetings are added to the workload and dealt with
  • Complete checks for Anti Money Laundering.
  • Assist in the organisation of the Annual Client Christmas event.
Annual Reviews
  • Obtain valuations and policy information from providers for client packs.
  • Prepare packs which include valuations and copies of net worth, income, and expenditure to be updated and sent to clients with regards to their Annual Strategy Meeting 
  • Organise client review meetings as per Annual Review Process
  • Ensure implementation of any agreed actions following the review meeting
  • Complete checklist and scan documentation to back-office system and file
General Administration
  • Ensure back-office systems are kept up to date.
  • Open, scan log and allocate all incoming post.
  • Filter Financial Planners general information, queries, phone calls and invitations
  • Attend weekly team meetings and quarterly open forum meetings for the Support Team
  • Provide minutes of the team meetings and post to the N Drive
  • There are no set entry requirements, however you would be expected to have GCSEs/S Grades (A-C/1-3) in Mathematics and English, have excellent IT and keyboard skills and telephone manner.
  • Previous work in Personal Financial Services industry is desirable
  • 4 Day Week, no condensed hours for full-time pay
  • Working hours Mon-Thurs 9am-5pm (30minutes for lunch)
  • Free Parking outside the office
  • Discretionary bonus
  • Company Pension Scheme
  • Annual Team Away Days
  • Summer Socials
  • Annual Client Event
  • End of Year party
  • PMI after 12 months service
  • Support with qualifications
  • Training and support to help you be the best you can be
  • Being part of great team
Employment type: 
Employed (Full Time)
Financial Planning
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