Financial Services Administrator

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Client Relationship Manager Financial Services Administrator

Leicester (our Ref AL1418) office based with potential of hybrid after qualifying period

Salary to c£27,000 pa + benefits

I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester.The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.

More about the role:

Work closely with the consultants to support and ensure clients needs are met

Preparation work for client meetings

Attending clients meetings, taking meeting notes (on/off site)

Coordinating action points from meetings and completing work required

Responsible for communication with clients (phone calls/emails etc.)

Researching and collation of information in relation to advice being given to clients

Liaising with external providers on client queries xwwtmva

Requesting illustrations required in respect of new and existing business

Processing of new business completed in line with compliant procedures and policies

Updating client records and electronic folders

Ability to use cashflow modelli
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