Client Relationship Manager

Job title : Client Relationship Manager

Reporting to : Operations

Date of Issue : October

Role Objective

The main purpose of the role is to provide administrative support for Financial Consultants.

This role may at times operate across all financial services companies within the Langley Marsh Group.

Currently Chetwood Wealth Management Limited, Darnells Wealth Management Limited, Ermin Fosse Financial Management Limited.

Key Responsibilities

Client Servicing

Provide a 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 Financial Consultants diary and workload, if required by the Financial Consultants.

Liaise with clients on any administration queries they may have.

Manage client service needs and client expectations to ensure client satisfaction.

Ensure action points resulting from client meetings get diarised and dealt with.

Processing of New Business

Preparation of meeting packs, to include new business for signing up.

Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner.

Check accuracy and completeness of all documentation.

Requesting required documentation from clients and sending policy documents to clients.

Ordering quotes and requesting policy details for consultants.

Ensure fund switches / rebalances and other trades are carried out accurately and within company timescales.

Client Reviews

Organise client review meetings as per the 'Review Process', if required by the Financial Consultant.

Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements.

Ensure follow up letters are sent in a timely manner.

Ensure implementation of agreed actions.

Other CRM Duties

General administrative support including scanning, photocopying, faxing, letter writing and other applicable duties.

Maintenance of client records on the back office system (currently Intelligent Office).

Uploading file notes to the back office system, following client or company contact.

Submitting and processing surrender requests, death claims etc.

Provide Holiday and Sickness cover for other CRM's across the group.

Ensure that significant risk issues are referred to the Practice Manager where appropriate.

Make a constructive contribution to the continuing development of the team and group of companies.

Proactively enhance industry knowledge, through external and internal sources.

Person Specification

Knowledge And Experience

Basic understanding of office procedures and administrative systems.

Familiarity with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Awareness of data protection and confidentiality principles.

Understanding of internal communication protocols.

Professional handling of incoming calls and emails.

Broad knowledge and enthusiasm for the financial services sector.

Capable of working within agreed business processes and timescales.

Strong prioritisation and workload planning skills.

Proactive and able to use initiative in a pressurised environment.

Demonstrate practical awareness and basic knowledge of retail financial products and current regulatory expectations.

Analytical in solving tasks with a keen attention for detail.

Personal Skills

Strong attention to detail.

Highly organised and a completer-finisher.

Excellent interpersonal and communication skills (written and verbal).

Good time management and organisational skills.

Clear and professional communication.

Willingness to learn and take direction.

Team player with a helpful attitude.

Discreet, reliable, and trustworthy.

Adaptable and resilient in a busy environment.

If you are interested in learning more about this role or want to apply, please send your CV / Application to

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