Job Description

An exciting position has become available for a full time Client Relationship Manager to support the Team.

We're looking for a motivated individual to join our Award Winning Wealth Management Company!

As Administrator you will be providing high quality administrative support within a team and ensuring complete and accurate records are maintained. We are a company who pride ourselves on providing the most exceptional levels of service to their clients.



To provide a comprehensive administration service for clients and financial planners with agreed timescales and standards and to manage the financial planner's workflow during the financial planning process Manage all stages of clients' financial planning journey. Build and nurture client and provider relationships to ensure a high quality and personalised service delivery. Liaise with the financial planners to assist diary management (scheduling appointments etc) and to ensure work is completed on time. Liaise between the financial planners and outsourced service providers to ensure delivery of all aspects of the client experience. Identify, manage and take personal responsibility for all non-client facing or technical work. To be the first point of contact for clients and outsourced service providers and to deal with all enquiries as they arise. Identify and manage all clients' and outsourced service provider's requests, calling on assistance from the financial planner when required (advisory or technical matters). Prepare client reports and correspondence to agreed standards and within agreed timescales. Organise and prepare information, forms and other requirements for client meetings. Maintain client data and administration systems to agreed standards. Process and track applications. Develop, consistently implement, and review processes. Prepare client review documentation to agreed standards. Operate within the regulatory compliance framework. Operate with the highest standards of professional ethics and integrity. Any other tasks or projects as requested by the Directors. Maintain a close working relationship with the other CRM's and liaise on a regular basis to ensure service levels are maintained.

Skills, knowledge and experience:

Excellent interpersonal skills. Smart and presentable. Ability to work in a small close knit team. Excellent verbal and written communication skills. Proactive, willing to continue to develop, enthusiastic. Highly organised, methodical, disciplined, and meticulous. Able to prioritise. Computer literate (Word, Excel, financial planning systems and software, IO). Excellent keyboard skills. A financial services background would be preferred.
This is a family orientated business with an excellent working environment and culture.

We are offering the following to the successful candidate:

Salary dependent on experience plus discretionary incentive bonus

The opportunity to take examinations and progress within the company.

20 days holiday (plus bank holidays) in addition the company is closed between Christmas Eve and New Year and these days are awarded as additional days holiday plus your annual birthday A full pension package
If you are interested in joining the EWM Team, please submit a current C.V along with a cover letter in support of your application.

Benefits:

Bonus scheme Car Parking
Work remotely

Office/Work from home (Hybrid)
Job Types: Full-time, Permanent

Pay: From 28,000.00 per year

Benefits:

Company pension Health & wellbeing programme On-site parking Private medical insurance Sabbatical
Work Location: Hybrid remote in Witney, Oxfordshire

Reference ID: CRM1