Client Relationship Manager
other jobs REED Insurance
Added before 1 Days
- England,South West,Dorset
- Full Time, Permanent
- £30,000 - £40,000 per annum, inc benefits
Job Description:
Client Relationship Manager
Salary: £30,000 – £40,000
Location: Sherbourne
Flexibility: Hybrid after probation
About the Role
We are seeking a highly organised and client-focused Client Relationship Manager to join our team. In this role, you will be the primary point of contact for a portfolio of clients, ensuring they receive a personalised and exceptional experience. Working closely with Financial Planners and the wider team, you will help implement financial plans, maintain compliance, and resolve client queries efficiently.
Key Responsibilities
*Client Relationship Management: Build and maintain strong, long-term relationships with clients.
*Meeting Preparation: Ensure client planning meetings are thoroughly prepared and personalised; attend when required.
*Financial Plan Support: Collaborate with Planners to develop and implement cash flow forecasts and financial strategies.
*Compliance & Documentation: Keep all client records accurate and compliant with FCA regulations.
*Problem Resolution: Act as a trusted problem-solver for client issues, ensuring swift resolution.
*Team Collaboration: Work closely with colleagues to deliver outstanding client experiences.
Skills & Experience
*Strong organisational skills and ability to manage multiple priorities.
*IT literacy, including Prestwood, Transact, and Microsoft Office.
*Excellent communication skills, both written and verbal.
*Proven ability to build rapport and trust with clients.
*Understanding of financial products and UK regulatory compliance.
*Attention to detail and a client-first mindset.
Benefits & Perks
*Salary: £30,000 – £40,000
*Pension: 5% employer match (rising to 7% after 3 years; review in early 2026).
*Annual Leave: 25 days plus an extra day after 3 years for your birthday (staff asked to save 2 days for Christmas).
*Sick Pay:
*Flexible Policy: Accumulate up to 2.5 hours FTE by adjusting lunch breaks for time off the following week.
*Christmas Thank You Bonus: Reflecting company performance and individual contribution.
Please apply below if you’re suitable for the role or would like some more information.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator, IFA Administrator, IFA Admin, Financial Services Administrator
Salary: £30,000 – £40,000
Location: Sherbourne
Flexibility: Hybrid after probation
About the Role
We are seeking a highly organised and client-focused Client Relationship Manager to join our team. In this role, you will be the primary point of contact for a portfolio of clients, ensuring they receive a personalised and exceptional experience. Working closely with Financial Planners and the wider team, you will help implement financial plans, maintain compliance, and resolve client queries efficiently.
Key Responsibilities
*Client Relationship Management: Build and maintain strong, long-term relationships with clients.
*Meeting Preparation: Ensure client planning meetings are thoroughly prepared and personalised; attend when required.
*Financial Plan Support: Collaborate with Planners to develop and implement cash flow forecasts and financial strategies.
*Compliance & Documentation: Keep all client records accurate and compliant with FCA regulations.
*Problem Resolution: Act as a trusted problem-solver for client issues, ensuring swift resolution.
*Team Collaboration: Work closely with colleagues to deliver outstanding client experiences.
Skills & Experience
*Strong organisational skills and ability to manage multiple priorities.
*IT literacy, including Prestwood, Transact, and Microsoft Office.
*Excellent communication skills, both written and verbal.
*Proven ability to build rapport and trust with clients.
*Understanding of financial products and UK regulatory compliance.
*Attention to detail and a client-first mindset.
Benefits & Perks
*Salary: £30,000 – £40,000
*Pension: 5% employer match (rising to 7% after 3 years; review in early 2026).
*Annual Leave: 25 days plus an extra day after 3 years for your birthday (staff asked to save 2 days for Christmas).
*Sick Pay:
*Flexible Policy: Accumulate up to 2.5 hours FTE by adjusting lunch breaks for time off the following week.
*Christmas Thank You Bonus: Reflecting company performance and individual contribution.
Please apply below if you’re suitable for the role or would like some more information.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator, IFA Administrator, IFA Admin, Financial Services Administrator
Job number 3124022
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Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...