Client Relationship Manager (Financial Services)

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

Job summary

A financial services firm in the UK is seeking a Client Relationship Manager. This role involves managing client accounts and providing updates, focusing on clients in wealth management. The ideal candidate will have experience in a wealth management company and be looking for stability. The position offers a salary of £35,000 - £40,000 along with hybrid working options, a pension, bonus, and 34 days holiday.

Benefits

Pension

34 Days Holiday

Bonus

Training opportunities

Qualifications

• Experience working in a wealth management company is essential.
• Must be looking for stability and growth in a company.

Responsibilities

• Manage accounts of 30-40 clients and serve as their first point of contact.
• Conduct early-stage research and general administration tasks.

Skills

Experience in wealth management

Client management

General administration

Job description

Overview

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.

Role and Responsibilities

• Managing the account of 30-40 clients offering them updates and being a first point of contact.
• Early-stage research.
• General admin.
• Hybrid 2 days at home, 3 days 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.

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