IFA Administrator
Client Relationship Manager A well-established and highly regarded Independent Financial Planning practice is seeking an experienced Client Relationship Manager to join its growing team in Cirencester. This is an excellent opportunity for a confident and proactive administrator with a strong background in the IFA / wealth management industry who thrives in a client-focused environment and takes pride in delivering exceptional service. The successful candidate will play a pivotal role in supporting Financial Advisers, maintaining strong client relationships, and ensuring new and existing business is processed efficiently, accurately, and compliantly. Saaalry up to £33,000 and hybrid working 3 days in the office and 2 from home. Role Objective To provide high-quality administrative and client servicing support to Financial Advisers, ensuring a smooth and professional client journey at every stage. Key ResponsibilitiesClient Servicing Act as a friendly and professional first point of contact for clients and enquiries (phone, email, and in person). Organise meetings for existing and prospective clients. Proactively manage Financial Advisers'' diaries and workload where required. Liaise with clients regarding administrative queries. Manage client expectations to ensure high levels of satisfaction. Diarise and action follow-ups resulting from client meetings. New Business Processing Prepare comprehensive meeting packs, including new business documentation. Complete, submit
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!