Client Relations Manager

4 days ago


Cambridge, Cambridgeshire, United Kingdom CV Library Full time
Job Title: Financial Planner

We are looking for a skilled Financial Planner to join our Wealth Management company in Cambridge. As a key member of our team, you will be responsible for delivering exceptional client service and helping our clients achieve their financial goals.

About the Company

Our company provides wealth management, investment planning, and retirement solutions to help our clients' financial journeys are successful, secure, and sustainable.

Responsibilities
  1. Client Servicing:
  • You will be responsible for servicing existing clients, including preparing annual review meetings and initiating reviews using our CRM system.
  • You will also be responsible for maintaining platform and CRM systems.
New Client Acquisition:
  • You will identify new business opportunities and work closely with our paraplanners to prepare recommendations and implement strategies.
Communications:
  • You will send quarterly and ad-hoc updates to clients.
Mortgages:
  • You will send monthly mortgage reviews and track reviews as needed.
New Business:
  • You will onboard new business, update fact finds, and generate invoices and track payments.
  • You will also assist with submissions, if requested, and prepare suitability reports for completion by advisers.

The salary for this role is approximately £35,000-£45,000 per annum, depending on experience.



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