Client Relationship Manager
North London
Client Relationship Manager - Financial Planning
Hybrid / 3-days per week in office
North London
Full-time | Permanent
Competitive (dependent on experience)
Comprehensive benefits (see foot of advert)
Exam Support
An award winning, multi-office, highly reputable Financial Planner are seeking a highly organised and proactive Hybrid Client Relationship Manager.
This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service.
The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers.
Client Relationship Manager - Key Responsibilities
Set up new leads and prospects and maintain accurate records in our back-office system
Manage and update tasks for new leads
Attach Adviser correspondence and relevant documentation to client records
Prepare and issue compliance packs for client meetings
Chase outstanding documentation and upload completed paperwork to our back-office system
Send and manage risk profile questionnaires and record responses
Set up clients on the client portal and manage related documentation
Issue, chase and record fee agreements
Ensure first review meetings are scheduled for clients with ongoing service agreements
Upload and maintain AML documentation in our back-office system
Act as a key point of contact for clients, ensuring prompt responses and clear communication
Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation
Review upcoming Adviser diary and ensure meeting documentation is prepared and issued
Liaise with internal departments and external providers regarding client cases
Generate, issue and maintain client Fact Finds
Support review meeting preparation and liaise with Paraplanners where required
Prepare cases for suitability reports ensuring all documentation is complete
Pre-populate application paperwork for new business where appropriate
Monitor client platform cash levels to ensure sufficient funds for charges and income needs
Review, edit and upload meeting notes and issue approved notes to clients
Client Relationship Manager - Expectations & Objectives
Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings
Take and distribute meeting notes, confirming agreed actions to relevant team members
Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues
Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings
Maintain an understanding of team targets, helping to prioritise work to support their achievement
Maintain oversight of high-value new business cases to ensure smooth progression
Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process
Support the Adviser and/or Paraplanner in producing high-level discussion documents
Client Relationship Manager - Learning & Development
Continue personal development through regular training aligned with your agreed development plan
Maintain knowledge of internal processes, compliance requirements, and systems
Proactively develop your understanding of financial planning processes and Adviser Support functions
Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required
Client Relationship Manager - About You
Previous experience in financial services administration, adviser support, or client relationship management
Strong organisational skills and excellent attention to detail
Experience using CRM systems (preferred)
Excellent communication and client service skills
Ability to manage multiple priorities and deadlines
A proactive and collaborative approach to supporting Advisers and clients
What's on Offer
Competitive salary package
Hybrid working pattern (3 days office-based)
Supportive and collaborative team environment
Ongoing training and professional development opportunities
The opportunity to play a key role in delivering outstanding client service within a growing team
4% matched pension contributions
Income Protection Cover (terms apply)
Death-in-Service Cover (terms apply)
Health Shield Cash Plan
Employee Assistance Programmes
Cycle to Work Scheme
Employee Discounts
Company Activities
Breakfast/Fruit supplies
Discounted Health Tests
Optional Influenza vaccination
Employee referral programme
Please only apply if you have Financial Planning experience.