Client Relationship Manager - Hybrid Finance Support

CV Elite Limited; England; Hybrid; GBP 30,000 - 37,000; Full time

Job summary

A top Financial Planning firm in Luton is seeking a Client Relationship Manager to support Financial Planners and improve client relationships. This role involves arranging meetings, processing applications, and maintaining client documentation. The ideal candidate should possess excellent customer service, organizational, and communication skills. The position offers a salary of £30-37,000 depending on experience, plus bonuses and hybrid working options.

Benefits

Bonus based on performance

26.5 days holiday

Pension plan

Support for professional exams

Qualifications

• Experience in a professional services environment is preferred.
• Proactive, detail-oriented, and willing to learn.
• Exceptional communication skills are essential.

Responsibilities

• Support Financial Planners delivering financial planning services.
• Develop client relationships and arrange meetings.
• Assist with pre and post Financial Planning Meeting preparations.

Skills

Customer service experience

Relationship building

Analytical skills

Organizational skills

Proficient with MS Office

Job description

A top Financial Planning firm in Luton is seeking a Client Relationship Manager to support Financial Planners and improve client relationships. This role involves arranging meetings, processing applications, and maintaining client documentation. The ideal candidate should possess excellent customer service, organizational, and communication skills. The position offers a salary of £30-37,000 depending on experience, plus bonuses and hybrid working options.