Role Purpose

The Client Relationship Manager, reporting to the Regional Client Delivery 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 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.

Benefits

• Hybrid Working available 09:00 to 17:00

• Bonus: Eligible for discretionary bonus paid annually in March. Performance year runs from January to December.

• Benefits: Pension

• Death in Service: 4 x base salary

• Annual leave: 25 days per annum 

• 1 x well-being day per year (separate to annual leave)

• Enhanced policy offering (sickness absence / maternity / paternity / SPL)

• Study support (if required) is available

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.

Key Competencies & Characteristics

• Attention to detail

• Organisational skills

• Strong communication skills

• Regulatory knowledge and compliance awareness

• Client-centric approach

• Problem-solving and initiative

• Technical proficiency

• Team leadership and collaboration

• Time management and ability to work under pressure

• Adaptability and flexibility

• Ethics and integrity

• Numerical and analytical skills

• Relationship management skills

• Self-motivator

• Ability to maintain a calm, objective and inclusive stance when dealing with people issues

• An ability to drive a positive working culture within the physical office and remote working environment

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

Qualifications

None

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

Contact

If you are interested, we would love to hear from you. Please get in touch with Verso's Office Manager, Katie Spencer on katie.spencer@versowm.com