Client Relationship Manager
Salary
up to 25,000
Location
Cardiff
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Our client is an established financial planning firm based in Cardiff and they are seeking a Client Relationship Manager to support the company and report to the Practice Manager.
This is a boutique organisation with an excellent reputation for supporting families and individuals to make the most of their wealth via intelligent investment, retirement, mortgage and tax planning.
The ideal individual will have previous experience of working within financial services, providing client liaison with excellent administration and organisational skills.
The main duties of the role include:
- Client liaison providing a friendly and professional service as a point of contact for clients and company enquiries
- Preparing client documentation for client meetings
- Managing client service needs and expectations ensuring client satisfaction
- Sending letters of authority to providers
- New business processing
- Will be involved with annual reviews obtaining valuations and policy information from providers for client packs
- Supporting the company’s Financial Advisers
- General administration to support the business and ensuring all needs are met