Client Relationship Manager

Fintelligent Search; Manchester; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Private healthcare

OTE £65,000+

Profit sharing

Pension 8% employer contribution

Death in service cover

Professional qualification support

Structured career development

Job summary

Fintelligent Search is seeking a Client Relationship Manager to handle warm inbound enquiries within a growing financial services business. You will engage prospects who have requested advice, qualify opportunities, and arrange adviser appointments, all while maintaining strong client relationships.

You will receive structured training, ongoing support, and clear progression paths as the team promotes from within, with a comprehensive benefits package including private healthcare, pension

Qualifications

• Experience within customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment.
• Experience working towards targets, KPIs, or service standards within a professional setting.
• Experience using CRM systems and managing client information accurately.

Responsibilities

• Speak with warm, inbound leads who have requested to discuss their financial planning needs with an adviser.
• Build rapport, understand client circumstances, and qualify opportunities before arranging adviser appointments.
• Manage client interactions, CRM records, and lead pipelines to ensure an excellent customer journey.
• Work closely with advisers and support teams to maximise conversion rates and client outcomes.

Skills

Relationship building

Active listening

Negotiation

Tools

CRM systems

Job description

High-quality inbound enquiries | No cold calling | Clear career progression | Strong benefits package

If you enjoy building relationships and having meaningful conversations, thisClient Relationship Manageropportunity offers the chance to join a growing financial services business where you'll work exclusively with warm, inbound enquiries. No cold calling, no purchased data, and no high-pressure sales environment. Instead, you'll speak with people who have actively requested advice and are looking to take the next step.

This is an opportunity to build a long-term career in financial services while working with engaged prospective clients. You'll receive structured training, ongoing support, and clear progression pathways within a business that has a strong track record of promoting from within.

Package & Benefits

• Salary £40,000 per annum.
• OTE £65,000+ per annum.
• Private healthcare.
• Profit share scheme.
• 8% employer pension contribution.
• Death in service cover.
• Professional qualification support and structured career development.

About the Company

This growing financial services business was established to make financial advice more accessible and easier to understand. Significant investment in marketing and client acquisition generates a consistent flow of inbound enquiries, allowing the team to focus on building relationships and delivering a positive client experience from the first interaction.

Key Responsibilities

• Speak with warm, inbound leads who have requested to discuss their financial planning needs with an adviser.
• Build rapport, understand client circumstances, and qualify opportunities before arranging adviser appointments.
• Manage client interactions, CRM records, and lead pipelines to ensure an excellent customer journey.
• Work closely with advisers and support teams to maximise conversion rates and client outcomes.

About You

• Experience within customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment.
• Experience working towards targets, KPIs, or service standards within a professional setting.
• Experience using CRM systems and managing client information accurately.