CLIENT RELATIONSHIP MANAGER - SOLIHULL

We are looking for an experienced and client-focused Client Relationship Manager to join a growing financial services team.

Working closely with Financial Advisers, Paraplanners and Client Service Administrators, you will play a key role in managing client relationships, overseeing administration and ensuring the smooth delivery of financial planning services.

You will be responsible for managing a portfolio of clients, coordinating new business applications, liaising with providers and ensuring clients receive an excellent level of service throughout their financial planning journey.

This is a varied role combining client relationship management, technical administration and team collaboration, with the opportunity to contribute to the ongoing development and efficiency of the business.

Key Responsibilities:
Client Administration & Management

• Managing a portfolio of clients and maintaining accurate client records.
• Preparing client files and relevant documentation ahead of review meetings.
• Handling client queries and ensuring timely and professional responses.
• Processing new business applications across a range of financial products.
• Liaising with providers, platforms and insurers to track applications through to completion.
• Maintaining accurate information across back-office and CRM systems.
• Ensuring all client data is handled securely and confidentially.

Suitability & Financial Planning Support:

• Preparing illustrations and basic suitability reports in line with adviser recommendations.
• Ensuring client documentation is accurate and completed within required timescales.
• Supporting Paraplanners with the preparation of financial plans and advice documentation.
• Assisting with research and gathering information to support product recommendations.
• Keeping client portfolios and investment records up to date.

Client Relationship Management:

• Building and maintaining strong relationships with clients, advisers and third-party providers.
• Keeping clients informed throughout the application and financial planning process.
• Coordinating and arranging client review meetings, ensuring follow-up actions are completed.
• Liaising with solicitors, accountants and other professional contacts where required.
• Delivering a consistently high standard of client service.

Compliance & Office Support:

• Ensuring all activities comply with internal procedures and regulatory requirements.
• Completing and checking KYC and AML documentation.
• Maintaining compliance records and assisting with audits and regulatory reviews.
• Supporting the smooth running of day-to-day office administration.
• Identifying opportunities to improve administrative processes and efficiencies.

Skills & Experience Required:

• Previous experience within an IFA or financial services environment.
• Good knowledge of financial products, including investments, pensions and wider financial planning solutions.
• Experience processing new business from initial submission through to completion.
• Strong understanding of compliance procedures, regulatory requirements and data security.
• Previous experience managing client relationships and a portfolio of clients.
• Confident using back-office systems and CRM platforms.
• Excellent communication and relationship-building skills.
• Strong organisational skills with exceptional attention to detail.
• The ability to manage competing priorities and work effectively under pressure.
• A proactive approach with strong problem-solving skills.
• Previous team leadership or mentoring experience would be advantageous.

Personal Attributes:
We are looking for someone who is approachable, professional and client-focused, with the confidence to build positive working relationships across the business.

You will be highly organised, self-motivated and adaptable, with the ability to work independently and as part of a wider team. A positive attitude and commitment to maintaining a supportive and collaborative working environment are essential.

Qualifications:
No formal qualifications are required; however, relevant financial services experience and a good understanding of financial planning administration and paraplanning processes are essential.

How to Apply:

If this sounds like the right opportunity for you, please get in touch. I’d be delighted to hear from you and discuss the role in more detail.