Overview An exciting new opportunity has arisen for an exceptional and experienced Client Manager (Financial services administrator) to join a busy team within RWA Financial Planning who are a highly successful Appointed Representative of St. James''s Place Wealth Management Plc (SJP). This is an exceptional opportunity to join a reputable firm at our prestigious offices in Manchester city centre. We offer a great package including 33 days holiday (+ bank holidays) pension and support for relevant exams. Hybrid working (approximately 40%) is available. Responsibilities You will provide high quality administrative support to Financial Advisers and the Practice Manager including, but not limited to; Undertake administrative tasks to support the Financial Advisers and Practice Manager as necessary; Corresponding with clients, internal departments and external providers by letter telephone and email; Preparing files such as client review and presentation paperwork for client meetings; Data entry in to various systems including Salesforce and maintaining accurate data across our systems for our clients; Updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models; Handle complex cases and ensure that any business applications are processed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally; Experience and Skills Proven record in a previous ..... full job details .....