Client Relationship Manager
Salary
24,000 - 29,000
Location
Job Type
Full Time|Work From Home
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Job Title: Client Relationship Manager
Industry: Financial Planning
Location: Lincoln
Salary: £24,000 – £29,000
Job Reference: 15148
Job Description:
Recruit UK is working on an exciting opportunity for an experienced financial planning professional to join a specialist and award-winning wealth management firm based in Lincoln. This is a rare opportunity to join a firm with a national presence and who place a massive emphasis on the service they provide to their clients. As a Client Relationship Manager, you will play a vital part in supporting the business and financial planners by providing a quality service to their clients. Your responsibilities will include, being the first point of contact for clients, handling admin queries, organizing client meetings, diary management, and workloads. You will also help in the preparation of documents prior to meetings, create and maintain client files to compliance standards, sending Letters of Authority, production of portfolio valuations as well as obtaining illustrations, and more.
What‘s in it for you as a Client Relationship Manager:
- Homeworking flexibility
- Supportive & Friendly team
- 23 Days Holiday
- Employee Pension Contribution
- At least 2 years of working within a financial planning environment
- Knowledge of Financial Service products and basic compliance requirements
- Excellent communication and interpersonal skills, to build and maintain client trust
- Prior to previous administrative, customer service or account management experience is desirable
- Highly organized, disciplined and methodical
- Professional integrity and cares about the quality of service provided to clients
- Able to work independently and use initiative
- Able to demonstrate expertise in audio typing/correspondence raising and diary management
- Financial qualifications are desirable
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job 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.