About us
The SMH Group is a multi-disciplined professional services Company which includes Financial Planners, Chartered Accountants, Tax Advisers and Legal professionals working across nine offices in Sheffield, Chesterfield, Barnsley, Rotherham, Wakefield, Leeds, Harrogate, Huddersfield and Buxton. We are committed to delivering exceptional service and support to our clients.
Putting our financial services clients at the centre of everything we do is our core belief and ensures that we operate a truly client-focused strategy designed to meet their financial aims and objectives.
Our independence from any financial institution and holistic approach means that we work for our clients and therefore manage their needs through a diligent financial planning strategy. Our financial advice is always based on individual needs and circumstances.
We pride ourselves in delivering an efficient financial service taking the time to explain matters in a simple and understandable manner.
Purpose of the role
SMH Financial Services are now looking for a Client Relationship Manager who will join our existing advisory team. The role will be to provide advice and ongoing servicing support to own bank of our ongoing service clients both through remote and face to face meetings. This role will also encompass conducting due diligence, research and analysis on your own clients to ensure the efficient delivery of all advice.
Reports to:
Senior Financial Planning Manager
Responsibilities
Client Management (Existing):
- Undertaking client review meetings both virtually and face to face
- Assessment of client’s personal financial circumstances, needs and objectives including attitude to risk and capacity for loss
- Evaluation of existing financial arrangements
- Due Diligence, research and analysis
- Calculations (Pension contributions/CGT/IHT/Income Tax)
- Oversight of provider illustrations / applications / fund information etc
- Identifying any new business opportunities and cross group referrals and making applicable recommendations
- Oversight of any post review work passed into the support team
- Client fee monitoring
- Client liaison to completion of work required
- Dealing with ad-hoc client servicing requests
- Use of Back-office system to ensure general record keeping, maintenance and updating of client information
- Liaising with clients and third-party providers
Other
- Support existing Advisers with potential new client enquiries where needed
- New and existing clients – Production of Advice Suitability reports across a multitude of advice areas
- Work collaboratively with internal colleagues and the wider SMH Group
- Maintain appropriate technical knowledge and Continued Professional Development
Experience/Qualifications
Essential
- 5+ years Financial Services experience
- Knowledge and understanding of FCA regulations and compliance requirements
- Senior administrator/paraplanning experience
- Fully diploma qualified
- Fantastic attitude and work ethic
- Good interpersonal and communication skills
- Ability to work to tight deadlines and be able to efficiently prioritise own workload
Desirable
- Previous experience of working with private wealth, corporate clients and Trusts in a range of financial planning areas
- Experience of dealing directly with clients either on a face to face or virtual basis
- Desire to work towards Chartered status
- Previous experience of working within a team-based environment
Package
- Full time office-based role
- Competitive Salary
- Benefits package, including pension and life cover
How to apply
Send your CV to HRadmin@smh.group
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