Client Relationship Manager

CV Elite; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading independent Financial Planning firm in the UK is seeking a Client Relationship Manager to support Financial Planners and maintain client relationships. You will be responsible for arranging meetings and ensuring high-quality service delivery. Ideal candidates will demonstrate exceptional relationship-building and organisational skills. Training will be provided to enhance your financial planning knowledge.

Qualifications

• Intelligent, keen to learn, and proactive individual.
• Experience in a professional services environment is preferred.
• Strong administrative skills.

Responsibilities

• Support Financial Planners and Paraplanners.
• Arrange meetings and maintain client relationships.
• Ensure high quality and timely completion of tasks.

Skills

Relationship building

Customer service

Organisational skills

Attention to detail

Job description

The Role

I am recruiting a Client Relationship Manager (Financial Adviser Support, IFA Administrator) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Working in a collaborative, fastpaced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Client Relationship Manager (Financial Adviser Support, IFA Administrator) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines.

The Person

The successful Client Relationship Manager (Financial Adviser Support, IFA Administrator) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They are likely to have worked in a professional services environment but will not be expected to know the intricacies of financial planning as training will be provided. They will be...