Client Manager

 

Location:  Stansted , United Kingdom

Salary : £35,000 to £55,000 per annum

Position: Full time


Job Description

Are you level 4 qualified and looking for a new opportunity that can offer you a clear path into advising if you choose it? Would you like to join a progressive boutique wealth management firm known for putting client service at the core of everything it does? Are you passionate about people, technical advice, research, and analysis and want the opportunity to have much more client facing responsibility in your position?

We have a fantastic opportunity for an enthusiastic technician with outstanding people skills to play a crucial team role alongside two highly experienced advisers. You may be thinking that it’s a paraplanner role, but it is much more than that! It’s a supercharged paraplanner meets a top client account manager of a private bank type role and it’s the level of client care and contact that makes this role stand out. At KMD there is no hierarchy when it comes to managing client relationships, we do it together and this role plays an integral part.

This is your chance to use your client skills at every stage of your career and, if you want to become an adviser in the future, we’ll support you on this journey.
Working with two advisers, the duties of this role centre around paraplanning, ensuring an outstanding client servicing experience and acting as the first point of contact assisting clients with all their needs (delegating to other team members as necessary). There will be extensive client communication, you will attend client meetings and your job will be to know everything that’s going on with each client.

You will be responsible for preparation of regulated financial advice, generation of clear, technically accurate, concise and compliant financial planning reports and cashflow forecasts and overseeing timely implementation of agreed actions.

We are looking to talk to level 4 qualified candidates from any financial services background. You could be working as a paraplanner at another financial planning firm but, equally, you could be employed at a provider, other investment or wealth management business, platform or network. You might even be working as an adviser and wishing to take a slight change in direction. If you are a level 4 qualified enthusiastic technician with outstanding people skills, we want to hear from you!

More information on the role and personal specification can be found by downloading the Client Manager Job Description here

 

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  • KMD Private Wealth Management services are tailored to meet the needs of High Net Worth individuals and families.

    If you would like to have an initial conversation with one of our experienced chartered planners to briefly outline your current challenge/s, please call us or complete the form below. You will be under no obligation to use our services, but we hope will find the experience helpful in working through your priorities and deciding on next steps.

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