Lynn Recruitment

  • 24,000.00 - 35,000.00
  • Full-Time Permanent

Due to business expansion we are recruiting for a Client Account Manager/Para-planner for a busy practice in Belfast. The successful candidate will support Financial Planners to provide high quality, compliant financial planning and advice to their clients. The role involves liaising with the Financial Planner regarding clients’ objectives, circumstances and requirements.


  • Provide  technical, research and administrative support to enable the Financial Planner  to develop suitable client recommendations
  • Produce all relevant paperwork and regulatory requirements for the Planner to present potential solutions to clients.
  • Produce compliant, clear, technically accurate, detailed Financial Planning and  Client Suitability Reports.
  • Assist in the management of client relationships including, receiving client phone calls and providing information of a technical nature if requested.
  • Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition and ongoing servicing reviews
  • Liaise in a proactive manner with the Planner on a regular and structured basis to work on cases and provide updates.
  • Establish and build strong relationships with clients and attend client meetings with the Financial Planner if required

Key responsibilities include:

  • Contacting prospective or existing clients to update current information 
  • Gather necessary information from clients so that a financial analysis can be completed
  • Review the client’s financial statements, legal documents and other data
  • Identify areas for planning
  • Prepare summaries of: The client’s goals and objectives, the client’s present situation, the effect of their current arrangements on future circumstances using relevant financial planning tools
  • Prepare detailed options for the Adviser to consider supporting the client’s financial planning objectives
  • Prepare calculations summarising the clients investment management needs, critical illness, disability and life insurance needs
  • Prepare proposals for the solution that the Adviser has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable
  • Complete & process new business applications, establish and maintain OWS and Platform records for new and existing clients.
  • Update clients OWS, platform and provider records where appropriate to ensure correlation with the internal CRM.
  • Provide efficient resolution to client queries and ensure clients receive effective communication regarding case processing.
  • Manage client communication to ensure the practice delivers service requirements in line with Client's Proposition Complete LAT analysis 
  • Liaise with Openwork and key providers to ensure all practice material is relevant and up to date and all practice members are aware of changes and updates.  Act as the primary point of contact with providers and Openwork for issue resolution and disputes
  • Compliance - understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies.  This includes completion of any mandatory training requirements.  
  • Work within the established Client's processes aiming for consistency of delivery in line with the values

The Company reserves the right to vary your duties and responsibilities at any time and from time to time according to the needs of the Company’s businessThe Company reserves the right to alter working hours as necessary 

Key Interfaces

  • Internal
  • External
  • Practice Principal/Financial Planners
  • Operations Director
  • Practice Administration team
  • Practice Clients
  • Potential Practice Clients
  • Openwork FIRST
  • Openwork Business Quality Manager 
  • Openwork Product Providers
  • Openwork Investment Platform Providers
  • Openwork Management Team

Competence / Knowledge / Skills required

  • Payband:    £24,000 - £35,000 dependent on qualifications and experience
  • 5  years’ administration experience in the Financial Services market place                     
  • Diploma L4 qualified or on track to qualify with 18 months of start date 
  • Knowledge of the Financial Service market including
  • Core products/tax wrappers
  • UK taxation regime
  • Principals of Fund management
  • Highly detail conscious
  • Experience of the financial services industry gained within a client contact role
  • Strong background in client and product administration 
  • Strong communication skills gained within a client facing role
  • Knowledge and experience of the advice process and regulatory requirements
  • IT literate including the ability to use:
  • Email
  • Word
  • Excel
  • PowerPoint
  • Database management tools
  • CRM systems
  • (other systems as required)
  • After a period of training have an expert knowledge of
  • OWS
  • Openwork platform
  • Zurich platform
  • Financial cash-flow modelling
  • Client focused
  • Conscientious and accurate
  • Good telephone manner
  • Able to show initiative
  • Work as part of a team
  • Take ownership of allocated work


Please email your C.V. to if you are interested in this position

Committed to your success