Client Proposition Manager

Job Description

Job Title: Client Proposition Manager\n
Location: Wimborne, BH21\n
Salary: £60,000-£80,000 + bonus\n
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\n Service Care are delighted to be working with a rapidly expanding wealth management firm as they look to appoint a Client Proposition Manager. This is a new created role that will sit within the Senior Leadership Team, with plenty of autonomy to make the role your own.\n
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What you will be doing:\n

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• Identifying and targeting propositions for key clients
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• Developing and implementing client propositions and service structure
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• Leading the improvement of client experience and client segmentation
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• Supporting with integration and continuous development of services
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• Utilising Salesforce using workflows, management information and reviews
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• Liaising with different levels of people within the business including directors and advisors
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What you will have:\n

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• Experience with building and developing proposition for businesses
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• Experience with Saleforce or similar systems
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• Experience within Wealth Management or Financial Services would be highly desirable but no essential.
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• Strong attention to detail and ability to manage your own workload
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In return you will receive:\n

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• Base Salary £60,000 - £80,000
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• Hybrid working
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• 5% bonus
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• 5% Employer contribution
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• 23 days holiday + bank holidays
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• Training and Development Opportunities
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• Life Assurance cover worth 3x your annual salary
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\n Interested? Apply now! Or call Taylor on 01772 208 969.\n
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\n Alternatively, if you know anyone that might be interested, we offer referral fees so let us know!