Career: Client Relationship Manager
We’re hiring for a Client Relationship Manager
We’re NFP, an Aon Company, and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we are looking for someone to provide administrative support and taking ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service.
About the role
We are recruiting for a Client Relationship Manager to provide administrative support, and taking ownership of all areas of service delivery, working in partnership with the relevant Advisors to provide outstanding customer service.
Overview of duties
- Preparation of client annual review meetings and compliant ongoing suitability reports
- following Adviser review meetings
- Preparation of client documentation for switches/withdrawals/top-ups and submission
- Preparation of switch/withdrawal/top-up suitability reports in compliant fashion for adviser
- Delivery
- Execution of additional business submission with Providers
- Manage ongoing client information on back office
- Deal with any ad hoc client queries
- Liaise with Compliance Department, Accounts and other parts of the business to manage
Person specification
Knowledge, skills and abilities:
- Previous experience working within the private client financial planning industry is necessary
- Strong working knowledge of private client back office software
- Good IT skills including Microsoft Office suite
- Experience of cashflow modelling software
- Honest and trustworthy with a desire to work to the highest standards of compliance
- Excellent verbal and written communication skills
- Ability to work to a high level of accuracy and prioritise effectively
Education / and or Experience
- Previous experience in a wealth / financial planning role
Key Information
Hours: Monday - Friday, 35 hours
Location: Bromsgrove, Hybrid
If this sounds like something you are interested in please apply, or contact Lucy Reed for further information.
What you’ll love about us
We may be a global business, but our culture is united and truly collaborative. We strive to adopt a genuinely flexible approach to working, and we have the technology to make it as easy as possible for our people around the world to connect to one another, and to be productive in and out of the office.
We want everyone to bring their best selves to work each day, so we have a relaxed and casual office environment, plus great employee benefits and socials. Joining NFP means you’ll get plenty of opportunities to invest in your career and personal development.
Attractions - NFP
- We pride ourselves on our fast-paced, collaborative, vibrant working environment and hybrid model for part-remote working
- Our PeopleFirst culture means our people work in a flexible and autonomous way and have the freedom and expertise to deliver outstanding service to clients in the way that they know-how.
- We build partnerships with organisations that can complement our client offering and we invest in new technology to deliver innovative solutions in our given markets.
- We focus on making sure that people can bring their best selves to work every day; and that they are placing as much importance on family and community as they do their valuable work.
- Our diversity and inclusion initiatives and charity work form a large part of this. NFP has an Executive Board member who is dedicated to diversity and inclusion, and has a D&I Board made up of individuals from across our entire business.