Client Relationship Manager

Recruit UK
Closing date
15 Jul 2022

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Contract Type
Full Time
Recruit UK are working on an excellent opportunity for a Client Relationship Manager to join a specialist Financial Planning & Wealth management firm with 20+ years in the business.

This role as a Client Relationship Manager is a really varied role. You will oversee and deal with all client-related issues, dealing with client enquiries, ensuring advisers are prepared for their client meetings and more. As well as updating the CRM system to ensure advisers have full details of said clients prior to any meetings or reviews, processing client administration (including some suitability report writing) and much more.

This is a fantastic opportunity for someone to work with a growing Lifestyle Financial Planning firm and make a difference to the lives of their clients, providing excellent service and support. With ongoing career professional development.

What's in it for you?
  • Salaries Up to £28,000 (salary negotiable dependent on skill set and experience)
  • Flexible working (WFH 2 days a week)
  • 26 days holiday plus bank holidays (option to buy more)
  • Opportunity to work in a holistic lifestyle financial planning firm
  • Pension contribution
  • Ongoing study support
  • Discretionary bonus (annually)
  • No dress code in the office (relaxed working environment)
  • Career professional development

Skills and experience required:
  • Previous experience working in a Financial Planning firm
  • Ideally, some qualifications toward the Level 4 Diploma, is preferred
  • Exposure to writing suitability reports
  • Comfortable with IT systems - Microsoft office and various industry systems
  • Organised and able to build rapport

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you:
  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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