The Client Relationship Manager, reporting to the Regional Client Services Manager, will collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes.

In coordination with Advisers, Paraplanners, and Client Service Administrators, the role will support the management of a client portfolios. Responsibilities include liaising with policy and platform providers, obtaining illustrations, processing new business applications, and tracking them through to completion.

The role is crucial in maintaining the Client/Adviser relationship, directly communicating with clients to keep them updated at each stage of the process and throughout their journey with Verso Wealth Management.

Key Responsibilities

Administration
• Managing a portfolio of clients and maintaining accurate client records.
• Preparing client files for meetings, including gathering relevant documentation and reports.
• Handling client queries and ensuring timely responses, either directly or through co-ordination with Advisers.
• Handling the submission and processing of new business applications for all types of financial products.
• Liaising with product providers to ensure applications are processed efficiently and following up to track their progress.
• Ensuring all compliance requirements are met before submission, such as Know Your Client (KYC) and Anti-Money Laundering (AML) checks.
• Maintaining and updating the firm's back-office systems with client details, transactions, and investment updates.
• Ensuring the integrity and security of client data.

Suitability and Document Preparation
• Preparing illustrations and basic suitability reports for clients based on financial advisers’ recommendations.
• Ensuring that client documentation is completed and submitted accurately
• Updating client portfolios with changes in investments or policies ensuring the CRM system reflects the changes.
• Working closely with paraplanners to support the preparation of detailed financial plans and advice documents.
• Assisting in research and data collection for product recommendations or investment strategies.

Team Leadership and Mentorship
• Providing guidance and support to Client Service Administrators, ensuring their work meets quality and compliance standards.
• Assisting with training new staff and acting as a point of escalation for complex cases.

Client Communications and Relationship Management
• Regularly communicating with clients to update them on the status of their applications or portfolios.
• Ensuring that client review meetings have been organised and scheduled and follow-ups and actions are completed.
• Building and maintaining relationships with product providers, platforms, and insurers.
• Coordinating with solicitors, accountants, and other third-party professionals on behalf of clients, where necessary.

General Office Management
• Ensuring the smooth running of day-to-day office administration, including dealing with correspondence, filing, and handling sensitive information securely.
• Supporting the implementation of new administrative processes and systems to improve efficiency.

Compliance and Regulatory Support
• Ensuring that all activities are carried out in line with internal compliance policies.
• Assisting in maintaining compliance records and supporting audits or regulatory reviews.

Experience
• Previous IFA or Financial Services experience
• Good knowledge of financial products, services and liaising with financial Providers
• Experience of new business processing, submitting proposals to tracking them to completion
• Good knowledge of compliance and regulatory procedures, document handling and data security
• Client relationship management
• Confidently use a back-office/CRM system
• Team leadership or mentorship exposure
• Experience in managing a client portfolio
• Problem solving and workflow optimisation

Technical Knowledge
• You will have a good understanding of Investments, Pensions, and other financial planning products understanding the processes employed to deliver them across Administration and Paraplanning