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    • Client Relationship Executive - Alderley Edge - Ellis Bates Financial Advisers (now Shackleton)

    Ellis Bates Financial Advisers (now Shackleton)
    Ellis Bates Financial Advisers (now Shackleton) Alderley Edge

    2 months ago

    Description
    Alderley Edge


    Job title:
    Client Relationship Executive


    Reporting to:
    Risk and Regulation Director


    Date of Issue:
    October 2025

    Role Objective


    This role is to develop and nurture outstanding client relationships together with supporting the Technical Planners and the Financial Planners.

    It's important to manage the workflow and key tasks including preparing the clients' annual review, processing new business applications and dealing ad hoc queries, to ensure excellent client outcomes in a timely and planned manner.

    Key Responsibilities


    To ensure that all pre-business procedures are followed – to include data input on CRM, cash flow modelling tool, preparing documents for meetings for both Planner and client; de-brief from Planner appointment, letters of authority, calling and liaising with providers, quotes and basic research, scanning, typing, greeting clients, preparing refreshments.

    To ensure that new business procedures are followed – to include data input on CRM; cash flow modelling basic input; completion of applications where required; online submission; posting applications and cheques to provider; scanning to e-files and CRM; typing; chasing providers; communicating with client by phone, email and letter; sending out all appropriate documents to the client; keeping the financial planner and technical planning team appraised of progress; allocate appropriate service standard and ensure all records are kept up to date.

    To ensure that client servicing procedures are followed – keep up to date with reviews due; Client mail; liaise with the financial planner; valuations and aggregated cost documentation; liaising with providers; data input and clean up on CRM and e-files; updating client information, on-going maintenance; client communication; quotes and basic research; preparation for client meetings; greeting clients and making refreshments.

    To ensure all client files are compliant on an ongoing basis.
    To ensure all relevant paperwork held within a client file is present, relevant and compliant.

    External Relationships

    Liaising with Providers/Platforms to aid valuations and policy information.
    Dealing with client calls and emails.

    Internal Relationships

    Working closely within the administration teams and other support teams within the company.

    Working closely with all advisers to provide full support preparing for client meetings through to New Business and adviser instructions.

    This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.

    Person Specification

    Knowledge And Experience

    Basic understanding of office procedures and administrative systems.
    Familiarity with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
    Awareness of data protection and confidentiality principles.
    Understanding of internal communication protocols.
    Professional handling of incoming calls and emails.
    Broad knowledge and enthusiasm for the financial services sector.
    Capable of working within agreed business processes and timescales.
    Strong prioritisation and workload planning skills.
    Proactive and able to use initiative in a pressurised environment.

    Personal Skills

    Strong attention to detail.
    Highly organised and a completer-finisher.
    Excellent interpersonal and communication skills (written and verbal).
    Good time management and organisational skills.
    Clear and professional communication.
    Willingness to learn and take direction.
    Team player with a helpful attitude.
    Discreet, reliable, and trustworthy.
    Adaptable and resilient in a busy environment.

    If you are interested in learning more about this role or want to apply, please send your CV/Application to
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