Trainee Client Relationship Manager

2 weeks ago

Leatherhead, United Kingdom Nelson Scott LLP Full time

An opportunity has arisen to in our Leatherhead Wealth Management for a ambitious developing administrator to join our Client Relationship Manager Team.
This role is available as: Hybrid working, with the option of working both remote and from our Leatherhead office.
THE ROLE:
As a Developing Client Relationship Manager, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers in assisting advisers inthe proactive management of our clients’ financial affairs - within agreed procedures and regulations.
RESPONSIBILITIES:
The role is fundamental to the success of the group and as a Developing Client Relationship Manager, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.
Other responsibilities may include, but are not limited to:

- develop and maintain good working relations with internal and external contacts
- plan, organise and prioritise workload to be completed within agreed service standards
- regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
- proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
- work closely with the consultants to support and ensure clients’ needs are met
- work closely with colleagues in the team and make an active contribution to the section/business unit
- attend training sessions, maintain own training files, and develop relevant knowledge and skills
WHAT YOU NEED TO SUCCEED:

- 5 GCSE’s grade A - C including Maths and English
- understanding of financial services and SSAS/SIPP pension schemes
- experience working in financial services industry
- excellent customer service skills and attention to detail
- have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
- have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
BENEFITS YOU GET IN RETURN:
In addition to excellent career progression - with fantastic opportunities for promotion - training, support and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:

- Share Incentive Plan
- Group Pension
- Life Assurance
- Income Protection
- Health Cash Plan
It is flexible so that means you can pick benefits to suit you

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