Client Relationship Manager (Financial Services)

Ernest Gordon Recruitment Limited; United Kingdom; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A financial services recruiting firm is seeking a Client Relationship Manager to manage a portfolio of 30-40 clients. This hybrid role offers a salary between £35,000 - £40,000, with 34 days of holiday, bonus opportunities, and support for gaining further qualifications. Ideal for professionals with wealth management experience looking for stability and growth within a supportive environment.

Benefits

34 Days Holiday

Generous bonus

Support for qualifications

Pension

Qualifications

• Experience working in a wealth management company is preferred.
• Looking for stability in a growing company.

Responsibilities

• Manage the accounts of 30-40 clients offering updates.
• Conduct early-stage research and general administration.

Skills

Client management

Wealth management experience

Research skills

Job description

Client Relationship Manager (Financial Services)

35,000 - 40,000 + Hybrid (2 Days at Home) + Pension + 34 Days Holiday + Bonus + Training

Edgbaston

Are you a Financial Services professional with experience in wealth management looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, excellent bonus schemes and 34 days holiday?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.

Your role will involve managing the account of 30-40 clients offering them updates and being a first point of contact. You will conduct early-stage research and general admin.

This role would suit someone with experience in a wealth management company looking to join a tight knit business that will offer you a hybrid role with a generous bonus, 34 days holiday and the opportunity to become a technical expert.

The Role

• Managing 30-40 clients
• Early-stage research
• General admin
• Hybrid 2 days at home 3 in office
• 8:45-17:00 Monday to Friday

The Person

• Experience working in a wealth management company
• Looking for stability
• Looking to join a growing company

Reference number: 22282

Key words: Paraplanner, finance, consultant, dentists, clients, planning.

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.