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Client Relationship Manager

  • Salary: £25000 - £30000 per annum
  • Location: Hemel Hempstead, Hertfordshire
  • Sector: Administration
  • Job type: Permanent
  • Date posted:
    19 Jun 2018
  • Job reference: 30028

A chartered financial planning practice based in Hemel Hempstead are looking for an experienced Financial Planning Administrator to join their business. You would be providing in-depth administration support to four Chartered Financial Planners so previous experience is essential.


  • Provide friendly and professional point of contact for clients and enquiries (by phone, email and in person)
  • Organise existing and prospective client meetings and actively manage FP's diary and workload
  • Prepare client documentation in advance of and following client meetings (as per business processes)
  • Manage client service needs and client expectations to ensure client satisfaction
  • Liaise with other team members on work progress per client account and keep clients informed (as per business process)
  • Liaise with clients on any administration queries they may have
  • Assist in client meetings when required
  • Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner
  • Perform all tasks relevant to the advice and review processes accurately and in a timely manner

Business Processing

  • Check accuracy and completeness of new business documentation
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firms standards
  • Ensure all supporting documentation is maintained as per company procedures
  • Invoice fees
  • Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
  • Send letters of authority and gather accurate information as per advice process
  • Obtain illustrations and application forms
  • Produce portfolio valuations
  • Ensure fund switches / rebalances are carried out accurately and within company timescales

General Administration

  • Answering the phone
  • Ensure back-office systems are kept up-to-date
  • Filter FP's emails, general information, queries, phone calls and invitations
  • Open, scan, log and allocate incoming post if needed
  • Sort and frank outward post (if needed)
  • Proofreading for grammar and spelling
  • Other duties as directed by management

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: