Client Relations Associate - Financial Planning

The role in brief:

An opportunity has arisen to join the Client Relationship Team, part of our Financial Planning department, as a Client Relations Associate.

Who we are looking for:

This is an ideal opportunity for someone who has strong administration experience, perhaps within a professional services environment or similar, and would like to take their admin skills in a different direction into the world of Financial Planning.

Equally, it could be someone who is already experienced in a similar role within another Financial Planning firm.

What the role involves:

As part of the Client Relationship Team, you will be involved in tasks such as:

• Running a variety of administration tasks for a specific Client Bank, liaising with the external client, as well as internal team members such as our Paraplanners and Financial Planners.

• As the role progresses, providing technical support to Financial Advisers and Paraplanners

• Working as a team and being aware of the work load spread within team at any given time, supporting others where needed.

• Completing Valuations in a timely manner.

• Maintaining a compliant file

• Ensure any documents received are filed and distributed correctly

• Play an active part in business development initiatives, looking for ways to improve the Client Relationship role and department efficiencies.

Your development

We provide a complementary range of learning opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm. These will comprise personal effectiveness as well as your technical skills.

We have 6 monthly performance review conversations to ensure your development is on track, as well as optional monthly 1-2-1s. You will also have the opportunity to work with a mentor.

We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North-West firm of finance professionals.

There would also be the option to work towards a recognised qualification in the field should you wish, such as a Level 3 Award in Financial Administration.

Your attributes:

As well as experience within admin or financial planning, we’d like you to be:

• Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.

• Passionate about providing great client service.

• Great at communicating with people at all levels – face to face and in writing.

• Positive and good at using your initiative.

• Good at working under pressure.

• Motivated and well organised.

• Excellent at managing your own workload within given timescales and ensuring clients expectations are met, or exceeded.

• Able to provide input to Managers on projects and how to better what we do for all parties.

Our ideal candidate will:

• Have a proven track record within another admin or client service role.

• Have a keen desire to learn about a new field of Financial Planning (if no experience)

• Have experience within a professional services environment or financial planning (although not essential)

• Be eager to develop themselves long term.

• Have minimum GCSE passes at both Maths and English.

• Have experience managing a busy and changing workload, working as part of a team.

About PM+M

We are a vibrant, dynamic and award-winning firm of Chartered Accountants and Financial Planners, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that.

We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role. We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities.

Joining the PM+M team will help take your career to the next level. You will be joining a values led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals.

We understand that we thrive when we help our clients succeed and that is our core purpose. We also understand that, to do that, our people need to succeed and be happy and fulfilled.

Everyone is different and has different hopes and dreams and different personal circumstances at different stages of their lives. Our task is to listen to you, understand what you want to achieve next and then work with you to help you get there.

Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs.

In addition to competitive salaries, here’s what our market leading benefits packages look like:

• 25 days’ holiday per annum + bank holidays

• office closedown over Winter Break

• flexible Easter Break, to account for other religious festivals

• on site free parking

• employer pension contribution of 8%,

• death in service life cover of 4 x salary

• income protection scheme

• weekly flexi time

• agreed overtime

• family friendly policies including enhanced maternity, paternity, adoption and shared parental pay

• flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, extra holidays, electric car scheme etc

• hybrid working

• full technical and soft skills training and support

• recruitment incentive scheme

• cycle to work scheme

• employee well-being portal

• access to the WeCare app that offers health, well-being, financial and legal support

• dress for your day policy and dress down Fridays

• paid sick leave

• extensive learning & development opportunities and study support

• Firm wide success bonus based on the achievement of certain financial metric(s).

• Access to Dashlane password manager for you + 9 of your family and friends

• Fee-free service to whole of market mortgage and insurance advice

• Access to Able Futures support, a Mental Health Support Service