Client Manager - Corporate and Private Clients

Due to continued success in delivering bespoke solutions to their expanding client base, this innovative Financial Planning firm is keen to attract a dedicated and enthusiastic Client Manager to join their team.

Working closely with Advisory and Support staff, your role will be to act as the first point of contact for Client queries and ensure a first class service is delivered to clients and colleagues. Your role will be varied and requires a well organised and practical individual. The team focuses on delivering bespoke solutions to Private and Corporate Clients. As such, your work will focus on Individual Wealth Management including Retirement, Investment and Protection planning as well as Corporate Schemes including GPPs, PHI, DIS and Critical Illness cover as well as specialist Insurance Schemes such as Keyman.

The successful candidate will have in depth knowledge and understanding of the Wealth Management and Employee Benefits process, allied to broad technical knowledge covering all areas of Pensions, Investments and Group Risk cover. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package and the support to develop your skills and further your career.

Client Management, Administrator, Administration, Employee Benefits, Financial Services, Corporate Benefits, New Business, Client Service, Pensions, Group Risk

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By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website