A Boutique Wealth Management firm based in Stansted Mountfitchet is seeking an experienced Client Manager paying up to £42,000 plus benefits, to support their team of advisors.
This is a great opportunity for a candidate from an IFA background to work in a firm that prioritizes its customers and working culture.
The Client Manager will support the Advisors and clients while providing financial advice, necessitating good knowledge of SiPPs, IASs, on-shore, and off-shore accounts:
* Provide friendly and professional first point of contact for clients, establishing strong client relationships. Organize existing and prospective client meetings, including the Financial Health Assessment (FHA) process.
* Prepare client documentation in advance of and following client meetings.
* Manage client service needs, preferences, and expectations to ensure client satisfaction.
* Liaise with other team members on work progress for all client live activities and keep clients informed.
* Ensure that relevant service components (as per client agreements and service propositions) are delivered throughout the year and in a timely manner.
* Oversee and manage ongoing client servicing requests.
* Preparation & Maintenance of Client Files as per FCA regulations.
* Confirm client risk profiling is determined, up-to-date, and recorded including liaison with the Investment Director.
* Ensure all appropriate KYC information has been obtained and can be demonstrated within the relevant client file.
* Preparation of Regulated Advice.
* Identify and obtain information necessary to compile client recommendations and assist with cash flow forecasts.
* Document all the quantitative detailed information required to support any recommendations to be made.
* Compile draft net worth statements, income and expenditure statements, and financial cash flow forecasts for review by Advisers.
* Carry out technical calculations.
* Undertake research to identify suitable solutions to meet clients' needs and specific objectives.
* Liaise with product providers and negotiate best terms for clients.
* Prepare relevant information and comparisons ready for review by Advisers and Financial Planners.
* Liaise with clients' accountants, legal and tax advisers, and other third parties in relation to client requirements and holdings.
* Consider current and future asset allocation for investment strategies in relation to client risk profiles and lifetime cash flows.
* Complete and manage applications or proposal forms.
The ideal candidate will have over 5 years of experience in the IFA sector, working closely with advisors. A strong understanding of the wealth management industry and products is essential for providing both administrative support and client advice. A collaborative attitude is important to ensure the best service for clients.
If you are looking for your next role in the IFA industry and in a company with a great environment, please apply directly to the advert!
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. We encourage you to let us know if there are any adjustments we can make during the application or interview process to support your comfort and accessibility.
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