Client Relationship Manager
Job Title: Client Relationship Manager
Industry: Financial Planning
Location: Birmingham
Salary: Up to £34,000 (higher negotiable dependent on experience)
Job Reference: 8780
Job Description:
Recruit UK is working on a brilliant opportunity for a Client Relationship Manager to join a prestigious Financial Planning firm.
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 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 £34,000 (higher salaries are 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
- Exposure to managing client enquiries and client relationships
- IFA Administration experience
- Comfortable with IT systems – microsoft office and various industry systems
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. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Birmingham on a Client Relationship Manager role.
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 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.