Client Relationship Manager: Financial Adviser Support

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

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.