Financial Services Administration
to £30,000 inc benefits and bonus
Client Relationship Manager (Ref AL933)
Salary £23,000 to c£30,000 + benefits and bonus
My client is a forward thinking IFA based in Leicestershire and they are looking to appoint a Client Relationship Manager to join an existing team.
This is a key administrative role within the company which also involves developing and nurturing long lasting client relationships.
Day to day, your role will involve carrying out all pre and post meeting administration, for both corporate and private clients. This will involve adhering to strict company and FCA guidelines, and working to tight deadlines. You will also have the opportunity to be involved in client meetings, and so in addition to your time management skills, systematic and forward thinking approach, you will be professional, confident and credible.
A background within wealth management, ideally in an IFA environment
Part or fully industry qualified
A good understanding of life, investment and pension products for both Corporate and Private clients
Working knowledge of Industry IT systems
Report writing skills
Experience of fund switching
Knowledge of Compliance requirements
Ability to work within a pressured environment and to tight deadlines
Keen to self develop
Able to work within a team
This is a fantastic opportunity for an individual who has a good solid grounding within the financial services industry and who would like to take their career to the next level. If you would like to apply then please send an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.
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