Client Relationship Manager - Financial Services - #2181529

Our client is looking for an experienced Client Services Manager with financial services experience essential.

You will play a key role in supporting our Financial Advisers and delivering an exceptional level of service to clients. Working closely with Advisers, Paraplanners and Client Service Administrators, you will take responsibility for the day-to-day administration and servicing of a portfolio of clients, ensuring that all aspects of their financial arrangements are managed efficiently and professionally.

The role will involve managing the administration of new business from initial application through to completion, liaising with financial product providers, platforms and insurers, obtaining illustrations and ensuring all relevant documentation is accurate and compliant.

You will also act as an important point of contact for clients, providing regular updates, responding to queries and building strong, lasting relationships. This is an excellent opportunity for someone who takes pride in delivering outstanding client service and enjoys working in a collaborative, professional environment.

Client Administration & Portfolio Management

• Manage and maintain an allocated portfolio of clients, ensuring records and information are accurate and up to date.
• Prepare client files ahead of meetings, gathering relevant documentation, reports and supporting information.
• Handle client enquiries promptly and professionally, resolving queries where possible and coordinating with Advisers where required.
• Process new business applications across a range of financial products, monitoring progress from submission through to completion.
• Liaise with providers, platforms and insurers to obtain information, illustrations and updates, ensuring applications progress efficiently.
• Maintain accurate client information, transactions and investment records across the firm's back-office and CRM systems.
• Ensure all client information is handled securely and in accordance with data protection requirements.

Documentation & Suitability Support

• Prepare illustrations and assist with the production of suitability documentation in line with Advisers' recommendations and firm procedures.
• Ensure client documentation is accurate, complete and submitted within required timescales.
• Maintain client portfolio records, updating investment and policy information as changes occur.
• Work closely with Paraplanners to support the preparation of financial plans and advice documentation.
• Assist with research and the gathering of information to support product recommendations and investment strategies.

Client Communication & Relationship Management

• Build and maintain strong relationships with clients, providing a professional, responsive and personalised service.
• Keep clients informed throughout the application process and provide regular updates on their portfolios.
• Coordinate client review meetings, ensuring appointments are arranged and all follow-up actions are completed.
• Develop effective working relationships with product providers, platforms, insurers and other professional contacts.
• Liaise with solicitors, accountants and other third-party professionals on behalf of clients where necessary.

Compliance & Regulatory Support

• Ensure all administration is undertaken in accordance with internal procedures and regulatory requirements.
• Check that relevant compliance documentation, including Know Your Client (KYC) and Anti-Money Laundering (AML) checks, is completed before applications are submitted.
• Maintain accurate compliance records and assist with internal audits and regulatory reviews.
• Support the implementation of improved administrative processes and working practices.

Office & Team Support

• Contribute to the smooth day-to-day running of the office, including correspondence, filing and general administration.
• Identify opportunities to improve administrative processes, systems and overall efficiency.
• Work collaboratively with colleagues, contributing to a positive, supportive and professional working environment.

The successful candidate will demonstrate:

• Previous experience in a financial services administration or client servicing role.
• Strong knowledge of financial services processes, products and regulatory requirements.
• Excellent organisational skills and exceptional attention to detail.
• Outstanding written and verbal communication skills.
• A strong client-focused approach, with the ability to build and maintain professional relationships.
• The ability to manage competing priorities, meet deadlines and work effectively under pressure.
• Good numerical and analytical skills.
• Strong IT skills and confidence using back-office systems, CRM platforms and Microsoft Office.
• A proactive approach to problem-solving, with the initiative to work independently as well as part of a team.
• A high level of professionalism, integrity and discretion when handling confidential information.
• Flexibility and adaptability, with a positive approach to change and new ways of working.

• A self-motivated individual who takes ownership and pride in their work.
• Calm, approachable and professional, with the ability to handle challenging situations objectively and sensitively.
• A collaborative team player who actively supports colleagues and contributes to a positive working culture.
• Someone who leads by example, demonstrates initiative and helps create an inclusive and supportive environment across both office-based and remote working teams.

To express interest please email your CV.