Client Manager

Job Centre Location Nantwich
Other Locations Nantwich
Company / Organisation Atherton & Associates Wealth Management
Salary 24000 to 40000 OTE
Job Type Full Time
Start Date ASAP
Contact Name My Lee Pratt
Job Reference
Posted 15/02/2017

Job Description

Role Responsibilities:

The Client Manger primarily delivers high quality administrative support to our Financial Advisers. The objective it to deliver great service to every client all of the time whilst ensuring accuracy and compliance standards are maintained.

The key responsibilities include:-

  • Managing a portfolio of the practice clients and working closely with your team of Advisers.
  • Managing a team of Advisers.
  • Preparing paperwork for client meetings and providing support to your Advisers.
  • Processing new business and carrying out executive PA/administration tasks.
  • Building relationships with clients, delivering excellent customer service at all times.
  • Maintaining compliance and demonstrating commercial awareness.

Person Specification:

Our ideal candidate must have the following attributes:-

  • Lots of energy and drive with a passion for personal development.
  • Great work ethic.
  • Excellent attitude at all times.
  • Good organisational skills, a proven track record of delivery to targets and deadlines.
  • Can demonstrate loyalty in employment.
  • A great team player and a strategic thinker.
  • Excellent IT skills – eg. Excel, Word, PowerPoint.
  • Excellent communication skills with the ability to connect effectively at all levels.
  • A Degree or equivalent. Other qualifications will also be considered.


We believe in rewarding our people generously for loyalty, hard work and results with the following:-

  • Excellent competitive basic salary PLUS a discretionary monthly bonus package linked to results and client service.
  • Pension of up to 10% matching contributions after qualifying period of one year's service.
  • Death in Service after qualifying period of one year's service.
  • 25 days holiday PLUS Bank Holidays (based on full time working hours).
  • Longevity bonus for loyalty.
  • Great incentive packages for amazing team events.
  • OTE £28K - £40K

Next Steps:

If you are interested in joining a team with fast progression, outstanding opportunities, excellent package and you have all of the required attributes, then this is the role for you!

Please apply in writing including a bespoke covering letter.



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