Client Relationship Manager
other jobs Recruit UK
Added before 9 Days
- England,West Midlands,Warwickshire
- Full Time, Permanent
- £27,000 - £34,500 per annum
Job Description:
Full job descriptionJob Title: Client Relationship Manager
Industry: Financial Advice
Location: Warwick
Salary: Up to £34,500
Reference Number: 10542
Recruit UK is working with a well-respected Wealth Management firm near Warwick, offering an excellent opportunity for an experienced Client Relationship Manager to join their growing team.
As a Client Relationship Manager, you will be the first point of contact for client queries, providing exceptional service and support. The ideal candidate will have excellent communication and interpersonal skills, a proactive approach, and enjoy building strong relationships with clients while delivering a high standard of customer service.
Responsibilities
*Prepare client appointment packs and manage adviser diaries
*Liaise with clients and providers to obtain information and progress requests.
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Salary up to £34,500 depending on experience
*22 days annual leave + bank holidays + Christmas closure
*Hybrid working
*Pension contributions
*Cashback healthcare scheme
*Funding and support towards professional qualifications
*Free on-site parking
Skills and experience required:
*Minimum of 2 years’ experience (or equivalent) as an Administrator within an Independent Financial Advice firm
*Strong organisational, communication, and interpersonal skills
*Experience utilising Intelligent office is highly advantageous
Get in touch or apply online to find out more about this opportunity!
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.
Industry: Financial Advice
Location: Warwick
Salary: Up to £34,500
Reference Number: 10542
Recruit UK is working with a well-respected Wealth Management firm near Warwick, offering an excellent opportunity for an experienced Client Relationship Manager to join their growing team.
As a Client Relationship Manager, you will be the first point of contact for client queries, providing exceptional service and support. The ideal candidate will have excellent communication and interpersonal skills, a proactive approach, and enjoy building strong relationships with clients while delivering a high standard of customer service.
Responsibilities
*Prepare client appointment packs and manage adviser diaries
*Liaise with clients and providers to obtain information and progress requests.
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Salary up to £34,500 depending on experience
*22 days annual leave + bank holidays + Christmas closure
*Hybrid working
*Pension contributions
*Cashback healthcare scheme
*Funding and support towards professional qualifications
*Free on-site parking
Skills and experience required:
*Minimum of 2 years’ experience (or equivalent) as an Administrator within an Independent Financial Advice firm
*Strong organisational, communication, and interpersonal skills
*Experience utilising Intelligent office is highly advantageous
Get in touch or apply online to find out more about this opportunity!
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.
Job number 4234334
The jobs on site are for both men and women