Client Manager Support
Location: Liverpool City Centre
Position: Full-Time, Permanent
Reporting to: Chris Jewson
Salary: Competitive, DOE
I am currently working with a growing financial planning firm in Liverpool City Centre that is looking to recruit a Client Manager Support to join their team.
This role will involve supporting the Client Manager (and occasionally the wider Client Support Team) in delivering high-quality financial planning support, research and client servicing within a regulated environment.
The Role
You will assist in preparing financial recommendations and suitability reports, maintaining accurate client records and supporting the full client review process both before and after meetings.
Key Responsibilities
Supporting the Client Manager with research and analysis to meet client objectives
Assisting in the preparation of suitability reports and cashflow analysis
Researching financial products and obtaining quotes, illustrations and comparisons
Liaising with product providers and third parties to gather required information
Supporting new business processing and general case progression
Assisting with client financial reviews and ongoing servicing
Managing and monitoring client review workflows
Supporting the implementation and maintenance of the Personal Finance Portal (Intelliflo)
Ensuring all work meets regulatory and compliance standards About You
Strong attention to detail and analytical ability
Organised and efficient, able to manage multiple tasks
Client-focused with strong communication skills
Keen to learn, develop and take on increasing responsibility
Experience within financial services or wealth management preferred This is a strong opportunity to join a collaborative team with scope for development within financial planning.
For more information, please apply or get in touch for a confidential discussion
