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Contact Smart Recruit Online

Smart Recruit Online


Client Relationship Manager

Coventry, West Midlands

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Smart Recruit Online

Contact Smart Recruit Online



Job Level
Full Time
48 days ago
£28000 - £35000 per annum
Smart Recruit Online
29 Aug 2022
Contract Type
Recruiter Type


Paraplanner, Trainee Adviser or Senior IFA Business Administrator required.

Growing entrepreneurial wealth management business. If you have places to

go in your career, you can get there with us! Please read on to find out exactly

what this brilliant role entails.

Are you looking for the type of opportunity that exists in businesses that are

run by entrepreneurs and have their eyes set on growth?

Do you want to work for a company where you can learn and be involved in all

aspects of the business, not just the duties that are listed in your job spec.? We

work together, we all pitch in and help each other out, our workload is varied

and it's a great place to work.

This is a fantastic opportunity to take your career to the next step and beyond.

We want to hire a person to take ownership of our fact find function for

existing clients. You will arrange and complete fact find meetings and will be

the main point of contact for ongoing client servicing.

This exciting role could suit a senior IFA administrator who wants greater

client contact and responsibility, it could appeal to a paraplanner who wants to

move into advisory and is seeking a springboard or it could be the perfect role

for an adviser who doesn't want to find their own clients. We're so keen to find

the right person that whatever role you currently hold in the IFA and wealth

industry, if you love dealing with clients, we'd be happy to consider you for this


The duties are varied and whilst they centre around the core client review function, they will spill into other areas from time to time and this role offers an excellent opportunity to learn.

Arrange and complete existing client fact finds via video call.Create accurate notes and gather information and objectives for the IFA to use in his reviews.Help create financial strategies.Maintain client review files to assess asset holding and changing needs.Ensuring applications are completed and fully submitted where needed.Financial Planning report writing detailing advice to clients.Assisting with general business administration.Proving other support to the Practice Manager when required.A full job specification with a complete list of duties is available on request.

Essential SkillsAt least two or three years of experience gained working in an IFA / Wealth Management business in any role.A genuine love for working with people and the desire to build relationships and give the clients the very highest levels of service.Either hold or be making good progress towards the CII Diploma.Understand the financial planning process, clients' needs and objectives.Possess high levels of attention to detail and be highly accurate.Be comfortable working in a fast-paced work environment.Have the willingness to pitch in and help out in other areas when required.Keywords: IFA, trainee financial planner, business administrator, client service, client relationship, wealth management, investment, pensions, adviser.

About CompanyAshleigh Court was established in 1997 by our Managing Director Asvin

Chauhan and was borne out of his passion for helping entrepreneurs and

professionals with their tax and financial planning. Whilst we have clients from

different industry backgrounds, we have a particular expertise in the

pharmaceutical and medical professions. We help many wealthy, but time-

poor entrepreneurs manage their finances. We are not only proud of our year-

on-year growth, and also our ability to remain forward thinking, always trying

to ensure we are delivering advice by using up to date IT and systems. We remain passionate about our business and clients and we are committed to our

staff ensuring they have a happy and comfortable working environment, and

can achieve their career goals. Please visit our website for more information

about our company and philosophy.

We are using recruitment experts Recruitment Rebellion Limited to run and

organise this advert. Please do not apply directly to us as your application may

be missed if it does not go through the right channel. Please, no agencies.

Ad ID: 5409036142