Client Manager

Overview

We are recruiting a Client Manager to support our Wealth Strategists. The role is central to the delivery of client service, acting as the link between clients and advisers, and enhancing the client experience.

You would work closely with Advisers, now not only preparing meeting packs, technical reports and ensuring transactions are carried out accurately – but also maintaining strong ongoing relationships with our clients.

You will have the opportunity to attend meetings to learn how we do things, carry out research on investment products, and gain exposure to the technical and client-facing aspects of financial planning.

We are looking for someone who is highly organized, confident with Microsoft Office, committed to client service, and studying (or willing to begin studying) towards the Level 4 Diploma in Regulated Financial Planning.

We have a track record of developing people; many advisers have joined as Client Managers and progressed to become Wealth Strategists. The team is young and works with dynamic entrepreneurs and business owners. The role offers earnings potential and fringe benefits such as holidays and a supportive office environment.

If you are seeking a new job, this may be an opportunity to develop yourself and grow in the financial planning profession.

Responsibilities

• Preparing client packs, technical reports, investment mandates and recommendation documents for adviser meetings
• Attending client meetings with Advisers, ensuring financial needs and objectives agreed are implemented
• Carrying out research and analysis for investment products and services, presenting findings to advisers
• Implementing investment recommendations and monitoring transactions to ensure accuracy and timeliness
• Maintaining ongoing relationships with clients by responding to queries, arranging review meetings, and supporting long-term financial planning needs
• Using research tools and platforms such as FE Analytics, CashCalc, Intelligent Office and wrap platforms including Transact, Elevate and Aberdeen Wrap
• Keeping abreast of regulatory and compliance developments, ensuring all documentation and processes meet required standards

The successful candidate will

This position offers the opportunity to work closely with experienced Wealth Strategists, gaining exposure to both the technical and client-facing aspects of financial planning within a professional and supportive environment.

Please contact Mark Hughes on 0161 926 9350 or at info@foresightws.co.uk for an initial chat.

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