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Accountancy Divisions
,
London, Greater London
Client Manager / Wealth Management
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Client Manager/Wealth Management London Salary: £35 - 40k An exciting opportunity has arisen with a boutique Wealth Management Firm in the City. They are a small Company however highly regarded in the market and have been around for a very long time. They offer full holistic advice across pensions, investments, protection, EIS and VCT’s. They are looking for Client Manager to play a pivotal role for the Adviser and support them with following duties. Duties: 1st point of Contact for clients via telephone, email or letter Dealing with all day to day administration Preparing annual review files Preparing a review meeting packs Preparing New Business files - research, illustrations etc Main checker of Annual Review New Business submissions for accuracy and compliance Scanning submitted files to company standard Dealing with ongoing tasks Writing SR’s and CSR’s (Continued Suitability Reports) from templates Completing sanctions searches Completing New Business and Annual Review submission forms LOA’s Qualifications and Skills Prior financial services experience within an IFA environment is essential Preferred at least one RO exam completed and plans to complete Level 4 exams but not essential Ability to work on own initiative and taking ownership of workload Strong administrative and data management skills Company is based in lovely offices, look after their staff well and have a mature approach to clients and employees alike. Please do send your CV to Ursula Sloan at Financial Divisions