Latest Jobs

Customer Support Administrator
£19,000 per annum
Accounts Assistant/Administrator
£7.90 per hour
Systems Developer
£35,000 - £42,000



Job Reference ST6371
Location Cardiff
Salary / Hourly Rate £18,000-£24,000 per annum
Sector Management
Job Type Permanent
Details Full Time
Date Posted 23 Nov 2018

Job Description

Client Relationship Manager
Permanent, Full-Time
£18k -£24k per annum

Brief description of role and responsibilities:
The purpose of the role is to support Financial Planners and ensure smooth delivery of excellent client service and client communication as per business processes.

Key Responsibilities & Accountabilities

Client Servicing:

•Provide friendly professional point of contact for clients and enquiries (by phone, email and in person)
•To be the first point of contact for incoming calls
•Meet and greet clients and guests as they arrive at the office
•Prepare meeting rooms prior to clients or guests arriving
•Organise existing and prospective client meetings and actively manage all Financial Planners diary and workload
•Prepare client documentation in advance of and following client meetings (as per business processes)
•Send letters of authority to providers, chase for information and check when received before passing over to the Financial Planner
•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 (Witnessing)
•Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner (as per business process)
•Open and maintain client files to the required compliance standards
•Ensure action points resulting from client meetings are added to the workload and dealt with
•Send Letters of Authority and Change of Servicing Letters to Providers
•Complete checks for Anti Money Laundering
•Assist in the organisation of the Annual Client Christmas event

New Business Processing:

• Check accuracy and completeness of new business documentation
• Ensure that all new business applications are processed accurately and efficiently, in a compliant manner and to the firm’s standards
• Ensure all supporting documentation is maintained as per company procedures
• Record fees
• Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
• Send letters, acknowledging business to clients

Annual Reviews

• Obtain valuations and policy information from providers for client packs
• Prepare packs which include valuations and copies of net worth, income and expenditure to be updated and sent to clients with regards to their Annual Strategy Meeting, 8 weeks prior to the meeting
• Organise client review meetings as per Annual Review Process
• Ensure implementation of any agreed actions following the review meeting
• Complete checklist and scan documentation to back office system and file
General Administration
• Ensure back-office systems are kept up to date
• Open, scan log and allocate all incoming post
• Filter Financial Planners general information, queries, phone calls and invitations
• Other duties as directed by management


• Attend weekly team meetings and quarterly open forum meetings for the Professional Support Team
• Provide minutes of the team meetings and post to the N Drive
Office Security
• Ensure all windows, shutters and blinds are closed each night before the office is closed
• Ensure all lights are off, alarm is set and front door locked, all 3 locks


There are no set entry requirements, however you would be expected to have GCSEs/S Grades (A-C/1-3) in Mathematics and English, have excellent IT and keyboard skills and telephone manner.
Previous work in Personal Financial Services industry is desirable

Privacy Notice

St David Recruitment Services is an Employment Agency providing work-finding services to our clients, candidates and work-seekers. Our Company must process personal data so that we can provide these services and in doing so, the Company acts as a Data Controller.
As a candidate, you may provide personal details to our Company directly in CV form or via our website. Alternatively, we may collect them from another source such as a third party jobs board. As a business, we must have a legal basis for processing personal data and in turn providing work-finding services. In the event that you are a candidate who has formally registered with St David Recruitment Services, please be advised that personal data is processed on the legal basis of ‘Contractual Obligation;’ the processing is necessary for the performance of a contract. In all other instances, where we receive personal data via direct or indirect means, either supplied by yourself or obtained via a public forum, we process data on the basis of ‘Legitimate Interest;’ processing is necessary for the purposes of our legitimate interest to provide work-finding services.
St David Recruitment Services will only share personal data with clients who have authorised us to source prospective candidates for permanent or temporary employment. Specific company names will be disclosed in advance of any data being shared.
As a business, we will retain personal data only for as long as is necessary, on a secure CRM system. The Conduct of Employment Agencies and Employment Businesses Regulations 2003, require us to keep work-seeker records for at least one year from the date of their creation or after the date on which we last provide work-finding services. Where applicable, we must also keep payroll records, holiday pay, sick pay and pensions auto-enrolment records for as long as is legally required by HMRC and associated national minimum wage, social security and tax legislation.
As an individual, you have several rights in respect to the processing of your personal data, all of which can be reviewed on our website. This includes the right to withdraw consent at any time by contacting the Recruitment Consultant with whom you initiated contact, or any other employee at St David Recruitment Services.
This e-mail may contain confidential personal data / sensitive personal data and is for the use of the intended addressee(s) only. Onward delivery, copying or similar disclosure of the contents of this e-mail should only be done so in accordance with GDPR legislation. If you receive this email by mistake, please advise the sender immediately and take appropriate measures to delete the content. E-mails sent and/or received via our organisation will retained and monitored for the purposes of ensuring compliance with GDPR.