Client Relationship - South (Wealth Management)

Location: Hybrid in London or Birmingham; other listed locations include Leeds, Manchester and Exeter, United Kingdom

Company

hirify.global Cheviot is a UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees and professional partners.

What you will do

• Prepare meeting packs, recommendation reports and application forms based on advice recommendations.
• Submit new business applications through hirify.global Investment Platform and other providers, tracking cases through implementation.
• Communicate with clients by telephone and email, providing case updates and handling ad-hoc queries.
• Maintain accurate client records in the X-Plan in-house system.
• Work with paraplanners and support Financial Planners across a range of hirify.global and third-party financial products.
• Apply the Treating Customers Fairly philosophy and contribute to positive customer outcomes under Consumer Duty.

Requirements

• Highly organised, proactive and able to use initiative, manage priorities independently and take ownership.
• Ability to meet tight deadlines, multitask and adapt quickly to change.
• Excellent written communication skills, strong attention to detail and a positive, professional attitude.
• Ability to build strong internal and external relationships and provide excellent customer service.
• Strong IT skills and proficiency with Microsoft packages.
• Confident delivering engaging training to individuals and groups using established materials, adapting delivery to different knowledge levels and learning needs.
• Strong communication, coaching and problem-solving skills, with the ability to respond constructively to training issues and provide clear practical guidance.

Nice to have

• Experience in the financial planning industry and understanding of related processes and recommended products.

Culture & Benefits

• Permanent, full-time employment in an inclusive, collaborative team environment.
• Personal and professional development supported through in-house training.
• 26 days of holiday, equivalent to 182 hours.
• hirify.global Incentive Scheme and non-contributory pension scheme with optional personal contributions.
• Private medical insurance, life assurance at four times salary, income protection and a healthcare cash plan for Jersey employees.
• Flexible benefits are available to UK employees through salary deduction.