Do you have experience in financial services administration?
Are you confident managing new business applications from submission through to completion?
Are you looking to join a growing financial planning business where you can develop your career?
Juice Recruitment are working with an expanding financial planning business seeking an experienced Client Relationship Manager to join its team.
This is an excellent opportunity for someone with a background in financial services administration to take ownership of new business applications, build strong relationships with clients and providers, and contribute to delivering an excellent client experience.
DAY TO DAY
- Prepare and submit new business applications for pensions, investments and protection.
- Manage cases from submission through to completion, tracking progress and following up outstanding requirements.
- Process pension and investment transfers, withdrawals and other policy instructions.
- Check application documentation against adviser instructions, ensuring accuracy and identifying discrepancies.
- Liaise with clients, advisers, paraplanners and providers to ensure a smooth process.
- Obtain policy information, valuations and transfer details, including letters of authority.
- Maintain accurate client records and audit trails using CRM systems.
- Support client onboarding, including identity verification and anti-money laundering checks.
- Keep clients and advisers informed of progress, outstanding actions and delays.
- Support wider administration and identify opportunities to improve processes.
WE WOULD LOVE TO SEE
- At least three years' experience in financial services administration, particularly new business.
- Proven experience managing new business submissions independently through to completion.
- Previous experience within a financial advice or financial planning environment.
- Good knowledge of pension and investment administration, provider requirements and platforms.
- Experience using CRM systems and provider portals; Xplan experience would be advantageous.
- Excellent attention to detail and a thorough approach to checking documentation.
- Strong organisational skills, with the ability to manage competing deadlines and an active caseload.
- Confident communication skills and the ability to build relationships with clients, providers and colleagues.
- A proactive approach, with the confidence to chase outstanding cases and resolve issues independently.
- A good understanding of confidentiality, data protection and accurate record-keeping.
- Relevant financial services qualifications, or an interest in working towards them, would be beneficial.
AND FOR YOU…
- Salary of £28,000–£35,000, depending on experience.
- Flexible working arrangements.
- Hybrid working considered for the right candidate.
- 5% matched pension contributions.
- Death-in-service cover.
- 25 days' annual leave plus bank holidays.
- An additional day off for your birthday.
- On-site parking.
- Enhanced parental leave after two years' service.
- Funded industry qualifications and opportunities for professional development.
If you're an experienced financial services administrator looking for your next step within a growing financial planning business, we'd love to hear from you!
INDS