Senior Financial Services Administrator

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Senior Client Relationship Manager (Senior Financial Services Administrator)

Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period

Salary to c£30,000 pa + benefits

I am currently recruiting for a Senior Client Relationship Manager (Senior 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
• 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 xwwtmva use cashflow modelling software to aid the wealth management and estate planning process

The successful applicant will:

• Have a minimum 4-5 years experience in a similar role
• Possess an understanding of financial services including investments, pensions and estate planning
• Have excellent customer service skills and
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