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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
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Senior Client Relationship Manager
Salary Area Job Ref Consultant Sector
to £30,000 + extensive benefits Warwickshire AL841 Angela Liscombe Financial Services Administration

Description

Senior Client Relationship Manager / Wealth Management Administrator

Leamington Spa, Warks  (our Ref AL841)

Salary £26,000 - £30,000 + extensive benefits including generous Share Scheme

 

Our client is a very well established and expanding IFA organisation, dealing with both private and corporate clients.  They now have an exciting opportunity for an experienced and ideally Diploma Level 4 qualified individual to join their team.

 

The role

 

·         Providing administrative support to 3 financial advisers

·         Managing a team of 3 Client Relationship Managers / Wealth Administrators

·         Managing own workflow and that of others

·         Overseeing the client journey from initial lead to ongoing reviews

·         Issuing illustrations

·         Selectapension

·         Suitability Letters

·         Liaising with the advisors’ clients and becoming their first point of contact

·         Arranging all regular client reviews with the client, on behalf of the adviser

·         Ensuring all new business is processed accurately and compliantly

·         Chasing new business through to completion

·         Liaising with the administration teams to ensure all work is carried out effectively

 

The Person

 

·         Previous experience within an IFA organisation

·         Organised and able to work to deadlines and manage workflow

·         IT literate, experience of Platforms and Intelligent Office would be a distinct advantage

·         Ability to interact with clients confidently

 

The Offering

 

·         Competitive basic salary, plus benefits including 25 days holiday, pension, DIS, Generous Share Scheme, ongoing professional development

·         Professional office environment

 

If this role is of interest please either contact Angela Liscombe at North Oak Recruitment or apply with an up to date CV.

 


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.