Client Relationship Manager

We’re looking for someone with:

Using these skills, you’ll be:

• Preparing client annual review meetings and maintain compliance in the ongoing suitability reports
• Compiling client documentation for switches/withdrawals/top-ups and submission
• Preparing of switch/withdrawal/top-up suitability reports in a compliant fashion for financial advisers
• Delivering additional business submissions with Providers
• Handling ongoing client information in the back office to maintain accuracy
• Following Adviser review meetings
• Liaising with the compliance department, accounts and other parts of the business to lead delivery
• Looking after any ad hoc client queries
• We’re committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments at any stage of the application or interview process, please let our Talent Team know – we’ll do our best to support you. Please email eurcareers@nfp.com for more on this.
• Who is NFP?
• With over 600 people in the UK and Ireland and over 8,000 employees worldwide, NFP is part of the Aon group and specialise in helping businesses in four core areas:
• Insurance (helping them manage key risks)
• Health and safety (supporting them to create a safer workplace for their employees)
• Employee benefits (helping them reward their people more effectively)
• HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you’ll love about working here