Client Manager

A Boutique Wealth Management firm based in Stansted Mountfitchet is seeking an experienced Client Manager paying up to 42,000 plus benefits, to support their team of advisors.

This is a really great opportunity for a candidate who comes from an IFA background to work in a firm that really does set itself apart in the industry. Putting its customers and working culture at the heart of their business.

The Senior Administrator will be supporting the Advisors, supporting clients as well as giving some financial advice, so good knowledge of SiPPs, IASs, on-shore and off-shore accounts is necessary:

• Provide friendly and professional first point of contact for clients, establishing strong client relationships. Organise existing and prospective client meetings, including the Financial Health Assessment (FHA) process.
• Prepare client documentation in advance of and following client meetings
• Manage client service needs, preferences, and expectations to ensure client satisfaction
• Liaise with other team members on work progress for all client live activities and keep clients informed
• Ensure that relevant service components (as per client agreements and service propositions) are delivered throughout the year and in a timely manner
• Oversee and manage ongoing client servicing requests.
• Preparation & Maintenance of Client Files as per FCA regulations
• Confirm client risk profiling is determined, up-to-date and recorded including liaison with the Investment Director
• Ensure all appropriate KYC information has been obtained and can be demonstrated within the relevant client file
• Preparation of Regulated Advice
• Identify and obtain information necessary to compile client recommendations and assist with cash flow forecasts
• Document all the quantitative detailed information required to support any recommendations to be made
• Compile draft net worth statements; income and expenditure statements and financial cash flow forecasts for review by Advisers
• Carry out technical calculations
• Undertake research to identify suitable solutions to meet clients' needs and specific objectives
• Liaise with product providers and negotiate best terms for clients
• Prepare relevant information and comparisons ready for review by Advisers and Financial Planners Liaise with clients' accountants, legal and tax advisers and other third parties in relation to client requirements and holdings
• Consider current and future asset allocation for investment strategies in relation to client risk profiles and lifetime cash flows
• Complete and manage applications or proposal forms

The ideal candidate will come from the IFA background, ideally 5 years plus working closely with advisors. You will have a good understanding of the wealth management industry and products, allowing you not only to support administratively but also with advice to clients where needed. A can-do and collaborate attitude to work, all the of the team pull together to support one another to make sure that the customer has the best service possible!

If you are looking for your next role in the IFA industry and in an company with a really great environment, then please do apply directly to the advert!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.