Private Clients Account Manager
1 month ago
We are recruiting for a Private Clients Account Manager to provide administrative support, and to take ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service.
Overview of duties
- Preparation of client annual review meetings and compliant ongoing suitability reports following Adviser review meetings
- Preparation of client documentation for switches/withdrawals/top-ups and submission
- Preparation of switch/withdrawal/top-up suitability reports in compliant fashion for adviser delivery
- Execution of additional business submission with Providers
- Manage ongoing client information on back office
- Deal with any ad hoc client queries
- Liaise with Compliance Department, Accounts and other parts of the business to manage internal requirements of the team e.g. Weekly figures, regulatory data requirements
- Support the day-to-day functions of the office liaising with other NFP companies
Person specification
Knowledge, skills and abilities:
- Previous experience working within the Private Client Wealth Management industry
- Strong working knowledge of private client back office software
- Good IT skills including Microsoft Office suite
- Experience of cashflow modelling software
- Honest and trustworthy with a desire to work to the highest standards of compliance
- Excellent verbal and written communication skills
- Ability to work to a high level of accuracy and prioritise effectively
Education / and or Experience
- Previous experience in a wealth role
- Previous exposure within a tech enabled back office
Key information:
Hours: Monday – Friday, 35 Hours
Location: Bromsgrove / Birmingham Hybrid
If this sounds like something you are interested in please apply, or contact Paige Hughes or Lucy Reed for further information.
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