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Client Manager (IFA Practice)

Posted: 21/11/24
Recruiter:Medlock Partners Ltd
Reference:2854112164
Type:Permanent
Salary:£30,000 - £35,000 Annual
Location:Beckwithshaw, Yorkshire and the Humber
Description: Client Manager
£30,000-£35,000 + Bonus
Harrogate, Hybrid working
Life Cover, Critical illness, Pensions, Flexi
Free on site Parking

We are proud to be representing a Chartered Firm who are going through a period of growth. Our Client are based in the Harrogate area, As part of our team, you ll be instrumental in delivering outstanding client service, supporting our Chartered Financial Planners, and helping us maintain our reputation for excellence as we continue to expand.
As a Client Manager you will be a member within your own small team, that supports a small number of Chartered Financial Planners.
Our clients include high-net-worth individuals, families, corporate entities, and trusts.

Day-to-day responsibilities:

  • Arranging annual reviews with clients, including sending confirmations and booking meeting rooms.
  • Scheduling meetings with prospective clients, managing letters of authority, gathering policy information, and preparing summaries.
  • Creating performance presentations and ensuring that the adviser is informed of compliance requirements, planning needs, and relevant details such as company year-ends and upcoming life events. This includes tracking ISA allowances, pension contributions, drawdown details, and remaining tax-free cash.
  • Sending post-meeting correspondence and action points to clients via the portal, email, or post. Updating systems and filing documents post-meeting.
  • Co-ordinating with advisers and analysts on next steps and ensuring any outstanding information is obtained prior to report preparation.
  • Compiling illustrations and supporting materials for suitability reports and sending them to clients.
  • Submitting new business expectations and processing fund switches, withdrawals, and transfers, liaising with clients and providers throughout.
  • Maintaining up-to-date records in the back-office system and completing workflows accurately and on time.
  • Ensuring fees are paid and reconciled.
  • Providing clients with required information for tax returns on an annual basis.
  • Handling ad hoc calls and requests between annual reviews.
  • Assisting with overflow calls and providing reception cover as needed.

Requirements:

  • A minimum of 3 years of experience in a similar role with a solid understanding of financial products and regulations.
  • Familiarity with iO software or similar systems is ideal.
  • Experience with platforms such as Quilter, Abrdn, Fidelity, Scottish Widows, and Aegon is preferred but not essential.
  • Strong keyboard skills and an excellent telephone manner are essential.
Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.
Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.

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