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Client Relationship Manager

3 months ago

Chester, United Kingdom Quilter Full time
Fixed Term Contract Duration - 11 Months

What the Hiring Manager says

This is an exciting opportunity to be part of the North West & Northern Ireland team working from our Chester office. Within this role you will manage and support a team of 10 Client Relationship, 2 Client Liaison and an Office administrator who have a vast range of experience in supporting our Financial Planners and ensuring great client outcomes.

We have a supportive and nurturing culture in the region and every member of the team is valued for their contribution to the success of the business. We have a close knit team who collaborate well to consistently deliver for our clients.

The selection process will comprise of a competency-based interview.

I look forward to receiving your application

Client Relationship Manager

About the Role

Level : Level 3

Department: Quilter Cheviot Financial Planning

Location : Chester

Contract type : Fixed Term Contract/Secondment

Contract Duration : 12 months

Within this role you will manage and lead the Client Relationship Team in the facilitation of organising and delivering client support processing services to QCFP advisers. Management of the Client Relationship, Client Liaison and Office Administration will sit at the forefront of responsibilities along with the accountability for the delivery of enhanced client service.

The focus of this role is leadership of individuals, optimization of efficiencies and development of the overall team. Ensuring consistency and accuracy whilst keeping the business safe is a high priority.

You will work alongside the other members of the leadership team within the region to maximise collaboration across the Client Relationship, Paraplanning and Financial planning teams to deliver excellent customer outcomes.

Responsibilities:
  • Supporting and co-ordinating the work allocation and flow for a team of client support staff (Client Relationship, Client liaison & Office administrator)
  • Ensuring that all Financial Planners are supported by one of the CR team to ensure that the FP optimizes their time in front of clients
  • Oversight of new business processing and implementation
  • Oversight of planned review activity within the required regulatory time scales to mitigate the risk of disengagements and remediation
  • Work collaboratively with other regional leadership team colleagues
  • Providing administrative cover when necessary
  • Ensuring that the pipeline of new business is constantly monitored and expedited
  • Oversight of the client journey ensuring the team are delivering an excellent experience for our clients including progress updates (client touch points)
  • Ongoing administration of client records and all other associated client support services
  • Conducting monthly 121 meetings with client support team
  • Identification of team development needs and implementation of actions to improve performance
  • Providing input/feedback for staff performance appraisals
  • Input and implementation of administration processes
  • Developing and creating pathways for better Client Experiences/Outcomes
  • Oversee suitable recruitment of well-suited individuals
  • Lead and manage team and national initiatives
  • Be an expert in deriving action from MI/BI, also produce and express MI required and reported where required
  • Monitor and interrogate department production
  • Oversight of employment contractual arrangements & performance appraisals
  • Establish, deliver and analyse Management Information relating to QCFP including production and servicing data
About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

Key Skills & Behaviours:

Overall, this role requires an individual skilled in;
  • Knowledge of systems and processes
  • Excellent knowledge of products and services that may be used to meet adviser and client needs
  • Excellent knowledge of provider requirements and systems needs
  • Knowledge of what is required to be included in client review packs
  • Knowledge of the other related functions within QFP and how QCFP interfaces with these
  • Good interpersonal skills
  • Open/Clear communicator
Technical Skills should include;
  • Full understand of internal compliance & T&C requirements to ensure QCFP is always within the required compliance guidelines & parameters
  • Market and industry awareness
  • Regulatory and compliance knowledge
  • Resource and relationship management
Key Experience Required:
  • Experience of working within a financial adviser firm is essential for this role
  • Financial Services administration essential
  • Experience of managing a team
#LI-VS1 #QCF

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.