Client Review Manager

Job Details: Full time office based with the option of hybrid working after successfully passing probationary period.

Location: Fairstone Financial Management (West Midlands Hub), 2nd Floor, Quay House, Waterfront Way, Brierley Hill, West Midlands, DY5 1XD

Company Description

Fairstone Financial Management provides clients with trusted, independent financial advice. Our tailored consultancy service takes time to understand each client’s unique financial goals. We pride ourselves on our independent status, offering impartial advice on pensions, investments, mortgages, protection and corporate solutions.

Job Description

We are seeking a dedicated, organised and detail-oriented Financial Services Administrator to join our West Midlands Hub. Reporting directly to the Head of Client Management, the successful candidate will provide high-quality administrative and client management support to Financial Advisers, helping to ensure clients receive an efficient, accurate and professional service.

Key Responsibilities

• Prepare and complete client reports and correspondence, including valuations, additional service letters, annual review letters, annual review letters with an appendix, and annual review letters for plans in drawdown.
• Use research tools such as FE Analytics and CashCalc, alongside the Gateway back-office system, to support accurate client reporting and administration.
• Work collaboratively with colleagues to improve efficiency, service quality and the overall client experience.
• Complete assigned tasks within agreed service level agreements.
• Communicate directly with providers by telephone and email to obtain information, resolve queries and support client servicing activity.
• Provide support to other teams where required.
• Maintain agreed diary management and record-keeping processes to ensure clear audit trails are kept in line with company and compliance standards.
• Adhere strictly to GDPR regulations and support Fairstone Financial Management’s compliance with FCA requirements.

Experience, Knowledge and Qualifications

• Financial services experience and/or industry knowledge is desirable but not essential.
• Previous administrative experience is required.
• Good working knowledge of Office 365 applications.

Key Competencies

• High level of accuracy and attention to detail.
• Ability to prioritise workload and meet deadlines.
• Use initiative and take ownership of tasks.
• Strong teamwork and collaboration skills.
• Excellent personal planning, organisation and time management.
• Strong written and verbal communication skills.
• Confident using internet and online systems to support provider queries and research.

Benefits

• Competitive salary, dependent on experience and qualifications.
• Full time or part time office-based role, with the option of hybrid working after successfully completing the probationary period.
• Opportunity to develop technical knowledge within an established financial planning and wealth management business.
• Supportive team environment with opportunities to share knowledge and work collaboratively.
• Ongoing training and development support, including progression towards relevant financial services qualifications where appropriate.
• Company pension scheme.
• Death in service.
• 25 days annual leave, increasing to 30 days with length of service.
• Market leading enhanced family friendly policies.
• Cycle to work scheme.

Pay: £25,000.00-£28,000.00 per year

Benefits:

• Bereavement leave
• Company events
• Company pension
• Cycle to work scheme
• Enhanced maternity leave
• Enhanced paternity leave
• Free parking
• Life insurance
• On-site parking

Work Location: In person