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Client Relationship Manager
1 month ago
We are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.
Key Responsibilities:- Reconcile fee expectations with payments, producing reports and highlighting any discrepancies
- Check, submit, process, and monitor new business applications for Investments, Pensions, Mortgages
- Prepare client valuations
- Obtain quotations
- Check Suitability Reports
- Issue Letters of Authority
- Prepare and maintain client files using our back office system (Intelligent Office) and paper-based files
- Positive attitude and excellent communication skills
- Experience with fee processing and reconciliations
- Ability to work in a fast-paced environment
- Strong attention to detail
- 23 days paid holiday
- Paid Bank Holidays
- Ongoing coaching and support
- Pension contributions
- Salary commensurate upon relevant experience and qualifications
Job Type: Full-time
Pay: £25,000.00-£30,000.00 per year
Additional Benefits:- Bonus scheme
- Monday to Friday
- No weekends
Work Location: In person