Client Manager

- Business development
- New Business enquiries
- Develop new client enquiries
- Make new business appointments for IFA(s)
- Managing IFA(s) diary
- Networking
- Developing Business Network
- Attending network events
- Developing business from existing clients
- Develop contact strategy
- Marketing
- Create marketing strategy with Director
- Produce & Implement annual marketing plan
- Corporate
- Develop corporate enquiries
- Introducers
- Develop new Introducers
- Maintain Introducer relationships
- Managing and distributing Introducer log
- Business completion
- Managing new business submission through to completion
- Managing client updates on new business/research progression
- Account Management
- Client Management
- Deal with day-to-day client requests and instructions
- Managing policy lapses & renewals
- Servicing client correspondence
- Yearly review appointments
- Portfolios
- Creating & maintaining client portfolios
- Problem resolution
- Resolving minor issues on cases
- Liaising with clients to resolve issues
- Staff management
- Managing junior staff / admin staff
- Ad hoc duties
- Maintaining client records on Finplan
- Completing CII exams
- Annual FSA exam