Type of Position: Client Strategy Manager (Wealth Management) - Wallingford
Pay: £35k - £42k

Client Strategy Manager (Wealth Management) - Wallingford

Our client is looking for a talented Client Strategy Manager to join their team in Wallingford. You will be working with the Wealth Management Team to provide wealth management services to the company's clients.

Key Duties:

Review Meeting Pack preparation for client review meetings, with performance reports.
Review meeting notes and agendas, booking client meetings and the meeting rooms and sending appointment confirmation letters.
Preparing and sending post review meeting packs and agreements for clients.
Managing all documents sent to clients and document returns.
Manage client document delivery using post and portal.
Delivering all scheduled client reporting including Monthly Factsheets, Quarterly Outlook, Capital Gains tax statements, platform statements, income tax certificates.
Submitting all client business including platform trading and confirmation letters, following compliance procedures and file checks.
Dealing with all ad hoc client requests including change of address, withdrawals, change to income and new investment funds or premiums.
Ensuring all documentation is filed in VC and all registers and file check lists are completed.
Teamwork.
Ideally an experienced administrator or junior paraplanner who’s sole focus is to deliver wealth management service to clients.
The company expects Client Service Manager to progress to Level 4 qualifications, with the aim to progress onto Advanced Exams.

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Artemis Recruitment Consultants Ltd jobs

Client Strategy Manager (Wealth Management) - Wallingford