Client Relationship Manager

Reed; Sherborne; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A reputable financial services company in Sherborne is seeking a Client Relationship Manager to enhance client experiences. The role involves managing client relationships, supporting financial planning, and ensuring compliance. Ideal candidates will have strong organizational and communication skills, be IT literate, and understand UK financial regulations. This position offers a competitive salary and hybrid working options after probation.

Benefits

5% employer match pension

25 days annual leave plus a birthday day

Flexible policy for time off

Christmas Thank You Bonus

Qualifications

• Proven ability to manage multiple priorities effectively.
• Experience in financial services environment is preferred.

Responsibilities

• Build and maintain strong client relationships.
• Ensure thorough preparation for client meetings.
• Collaborate with Planners on financial strategies.
• Maintain compliance with FCA regulations.
• Resolve client issues effectively.
• Work closely with colleagues for client satisfaction.

Skills

Strong organisational skills

IT literacy, including Prestwood, Transact, and Microsoft Office

Excellent communication skills

Ability to build rapport with clients

Understanding of financial products and UK regulatory compliance

Attention to detail

Tools

Prestwood

Transact

Microsoft Office

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