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Client Relations Specialist

3 months ago

Luton, Luton, United Kingdom Recruitment Rebellion Full time

Client Relationship Manager

Location: Luton
Salary:

A Client Relationship Manager or IFA Administrator is sought for a thriving financial planning firm in Luton. We are looking for an individual who is detail-oriented, quick to adapt, and capable of managing a diverse range of daily responsibilities.

While experience in financial planning is advantageous, it is not a prerequisite. If you possess the skills we desire and are enthusiastic about contributing to financial planning support, we encourage you to consider this opportunity.

Why This Role is Unique

  • New Position: The organization is expanding, and this role is not a replacement for a departing employee.
  • Dynamic Workplace: Join a vibrant and experienced team where your contributions are appreciated.
  • Client-Focused Approach: Foster meaningful connections and enhance clients' financial health.
  • Comprehensive Benefits: Enjoy a competitive salary, generous leave entitlements, pension contributions, and a wellness initiative.

Benefits

  • Performance-based bonus structure.
  • 5% company pension matching.
  • 26.5 days of annual leave.

The Role

The Client Relationship Manager position is crafted to provide administrative support for financial planning activities and the firm's clientele.

  • Serve as the primary contact for clients.
  • Schedule meetings, prepare necessary documentation, and ensure financial planners are well-equipped for their appointments.
  • Assist with processing new business and managing forms, proposals, and paperwork.
  • Maintain and update client records in the back-office systems.
  • Stay informed about relevant financial planning developments.
  • Participate in regular company projects.

Essential Qualifications

  • Preferred: Minimum of 2 years in an administrative capacity.
  • Outstanding written and verbal communication abilities.
  • Strong IT and software proficiency.
  • Discreet, diplomatic, and capable of maintaining confidentiality.
  • Able to work independently and take initiative.
  • Experience in a financial planning environment is preferred but not mandatory.

Additional Information

The annual salary will be determined based on your experience level, with an additional discretionary bonus. The role is office-based from Monday to Friday, with the possibility of one day working from home after the probation period.

About the Company

An established and accredited financial planning firm with multiple office locations.

Keywords: Technical Administrator, Financial Services, Administration, Client Support, Wealth Management, Full Time, Permanent, Graduate, Entry Level, Office Based, CRM, Client Relationship, Client Services, Professional Services.

Further Information

Advertisements will remain active for a period, and we welcome applications throughout this time. The interview process may commence at any point, and listings may close early if a suitable candidate is identified.

To Apply

To enhance your application’s success, please:

  • Ensure you meet the role's criteria.
  • Possess the unrestricted right to work in the UK.
  • Submit a clear, concise, and accurate CV.
  • Tailor your CV to emphasize your relevant experience and achievements.

If you believe you can deliver exceptional service to our clients, we look forward to your application.

  • Performance-based bonus structure.
  • 5% company pension matching.
  • 26.5 days of annual leave.

Remote Work :

No