Client Relationship Manager

3 weeks ago

Cambridge UK, Cambridgeshire, United Kingdom MM WEALTH LTD Full time

As Client Relationship Manager (a client-facing Paraplanner), you will be based at the MM Wealth office in Girton, but may be asked to work from another office location from time to time.


You will support our Chartered Financial Planners dealing with our high net worth clients proving holistic financial planning including areas such as Pensions, Investments, Protection and non-mainstream investments.


Main Duties:

Understanding / Analysis / Recommendation

· Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and the firm’s policies

· Ensure that all compliance documentation is present and correct

· Collaborate with Chartered Financial Planner in connection with developing a comprehensive financial plan and strategy to meet the client needs & objectives

· Undertake comparative research including completing calculations (i.e. income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow modelling).

· Prepare suitability report and recommendations

· Draft documentation as necessary i.e. application forms

· Case management and oversight of new business from issue of suitability report to conclusion (new business process completed and monies (where relevant correctly invested)

Ongoing Service

· Be the regular point of contact to deal with day-to-day enquiries from clients

· Work with Chartered Financial Planners to manage diaries and client review meeting dates

· Ensure meeting review documentation is present and correct

· Attend client meetings as required and take notes which will be written up and sent to clients for approval

· Maintain cashflow

· Communicate as necessary with client’s other professional advisers (Accountant/Solicitor)

· Review draft client valuation documents for accuracy and presentation

· Record client and provider communications to the relevant part of the back-office system

· Maintain and develop templates/guides used by the Financial Planning Team

General Responsibilities

· Responsible for making sure the back-office system (CURO) is always up to date i.e. client reviews, New Business report

· Attend networking and professional connection event to help to support business development opportunities

· Maintain all standards of performance as required by the firm

· Attend appropriate seminars / workshops on behalf of firm and report back

· Support the firm’s client centric culture

· Recognise the team ethic at MM Wealth and be flexible in providing support to other disciplines within the firm

· Be willing to take on and be responsible for project work.

· Be respectful to colleagues and embrace diversity and inclusion

· Any other tasks as required by the Directors.

· Comply with the relevant Conduct Rules, as per the Senior Managers & Certification Regime

· Adhere to the Company handbook at all times


Note: This job description is non contractual and is not exhaustive. It also may be added to or changed from time-to-time following discussions and consultation with the post holder and line manager. Please note that we do not have UK sponsorship for the role.


It is essential that you have the following skills:


Ability to work using your own initiative.

Problem-solving and decision-making abilities.

Excellent verbal and written communication skills.

Attention to detail.

Confident dealing with people at all levels.

Planning and organisation skills.

Knowledge of cashflow modelling

Proficient in MS Office systems i.e. Word, Excel, Outlook.


It would be desirable for you to have knowledge of Voyant Cashflow modelling, CURO back-office system and AJ Bell Custody solutions (Figaro).


You would be required to have a minimum of 2 years' experience of working in financial services and:


Experience of working in a busy and dynamic office environment.

Experiencing of managing a busy and varied workload.

Experience in working to deadlines with changing priorities.


You should be self-motivated and pro-active, have the ability to cope under pressure and the ability and willingness to maintain a professional standard. You should possess a positive can-do work ethic.

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