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A leading recruitment consultancy is seeking a Client Relationship Manager in London to support client portfolio management and liaise with policy providers. The role emphasizes maintaining client-advisor relationships and requires financial or wealth management experience. Strong organizational and interpersonal skills are critical for success.
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London, United Kingdom
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Yes
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07.07.2025
21.08.2025
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Client Relationship Manager - London
Our client is looking for a Client Relationship Manager to join their team based in London. Working alongside Advisers, Paraplanners and Client Service Administrators, this role will support the management of client portfolios. You will be liaising with policy and platform providers, processing new business applications and tracking them through to completion. This position is vital in maintaining the relationship between Client & Adviser.
Responsibilities:
- Providing a front of house service for all meetings.
- Managing and developing relationships with clients.
- Conducting quarterly service calls.
- Financial and medical underwriting.
- Reviewing file notes and assigning follow up tasks for all concerned parties.
- Processing client withdrawals and increments.
- Managing asset-backed finance applications, including introductions, application processes, legal counsel, administration and ongoing monitoring.
- Taking instructions for Wills, Trusts and Lasting Powers of Attorney.
- Client relationship experience in a financial planning or wealth management environment.
- An understanding of working within a regulated environment.
- RO exams desirable but we offer an exam support program.
Skills
- Excellent interpersonal skills both written and verbal.
- Highly organised, methodical, and disciplined.
- Able to prioritise and multitask.
- Excellent attention to detail.
- Ability to work as part of a team.
If you would like to apply for this role then please send a copy of your CV to [emailprotected]
Apply for this job
Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }Client Relationship Manager - London
Our client is looking for a Client Relationship Manager to join their team based in London. Working alongside Advisers, Paraplanners and Client Service Administrators, this role will support the management of client portfolios. You will be liaising with policy and platform providers, processing new business applications and tracking them through to completion. This position is vital in maintaining the relationship between Client & Adviser.
Responsibilities:
- Providing a front of house service for all meetings.
- Managing and developing relationships with clients.
- Booking meeting rooms/venues.
- Conducting quarterly service calls.
- Financial and medical underwriting.
- Reviewing file notes and assigning follow up tasks for all concerned parties.
- Processing client withdrawals and increments.
- Managing asset-backed finance applications, including introductions, application processes, legal counsel, administration and ongoing monitoring.
- Taking instructions for Wills, Trusts and Lasting Powers of Attorney.
Essential Criteria
- Client relationship experience in a financial planning or wealth management environment.
- An understanding of working within a regulated environment.
- RO exams desirable but we offer an exam support program.
Skills
- Excellent interpersonal skills both written and verbal.
- Highly organised, methodical, and disciplined.
- Able to prioritise and multitask.
- Excellent attention to detail.
- Ability to work as part of a team.
If you would like to apply for this role then please send a copy of your CV to [emailprotected]
Apply for this job
Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }