Client Relationship Manager (Financial Services)

Office Angels; Rockwell Green; On-site; GBP 29,000 - 35,000; Full time

Job summary

A leading recruitment agency is seeking a Client Relationship Manager in Rockwell Green. You will provide high-quality administrative support to Financial Consultants and serve as a friendly contact point for clients. The ideal candidate has previous office support experience, strong organisational skills, and excellent communication abilities. This full-time role offers a salary up to £35,000 and a vibrant working environment.

Benefits

Annual company bonus scheme

25 days annual leave plus Bank Holidays

Pension scheme

Company parties

Friendly working environment

Qualifications

• Previous office support experience within a corporate environment.
• Accuracy and strong attention for detail.
• Excellent organisational and time management skills.
• Ability to work under pressure and prioritise.
• Excellent communication, both verbal and written.

Responsibilities

• Act as a point of contact for clients via phone, email, and in person.
• Organise client meetings and manage Financial Consultants' workloads.
• Liaise with clients on administrative queries.
• Ensure customer satisfaction and manage client service needs.
• Preparation of meeting packs and processes for new business.
• Maintain client records and ensure compliance.

Skills

Office support experience

Attention to detail

Organisational skills

Time management

Communication skills

IT competency

Job description

Job Title

Client Relationship Manager (Financial Services)

Location

Wellington

Salary

Up to £35,000 DOE

Hours

Full time 37.5 hours, Monday to Friday

Benefits

• Up to £35,000 per annum (dependent on experience)
• Annual company bonus scheme
• 25 days annual leave plus Bank Holidays
• Fully expensed summer and Christmas employee parties
• Conveniently located luxurious office
• Pension scheme for long‑term financial security
• Friendly and highly welcoming team

The Company

A dynamic and forward‑thinking financial services company, recognised for exceptional knowledge across all sectors and areas of financial management. Widely recognised for its reputation for trusted advice and guidance in the Southwest for over 80 years. They focus on a vibrant, inclusive working environment and great staff retention.

The Role

Working within the Wealth Management team, the Client Relationship Manager will provide high‑quality administrative support to two Financial Consultants and service clients across a range of varied duties.

Key Duties

• Friendly and professional point of contact for clients by phone, email and in person
• Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
• Liaise with clients on any administration queries they may have
• Manage client service needs and client expectations to ensure client satisfaction
• Ensure action points resulting from client meetings get diarised and dealt with
• Preparation of meeting packs, including new business for signing up
• Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
• Organise client review meetings as per the company process as required
• Preparation of client valuation and review reports and maintaining client files to satisfy compliance requirements
• Ensure follow up letters are sent in a timely manner
• Maintenance of client records

About you

• Previous office support experience within a corporate environment
• Accuracy and strong attention for detail
• Excellent organisational and time management skills
• The ability to work under pressure and prioritise
• Excellent communication, both verbal and written
• Competent IT user
• A positive and proactive approach to work and a desire to help and support the wider team
• Calm and considered outlook in approach to problem solving

To Apply

If this role is of interest to you then please apply online or call Vicky on the contact details provided.

Equal Opportunities

Office Angels is an equal‑opportunities employer who puts expertise, energy and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and a supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.