Client Relationship Manager - Hitchin

TN United Kingdom; Hitchin; On-site; GBP 30,000 - 45,000; Full time

Job summary

A boutique Financial Planning practice in Hitchin is seeking a Client Relationship Manager. This role involves managing client relationships, ensuring satisfaction, and engaging with clients through various communication methods. You will also coordinate with various firms and assist with client reports.

Qualifications

• Strong communication skills via phone, email, and text.
• Experience in managing client relationships and satisfaction.

Responsibilities

• Manage and develop client relationships through various communication channels.
• Monitor client engagement and send feedback surveys.
• Coordinate with life companies for accurate contact details.

Skills

Communication

Client Engagement

Relationship Management

Tools

Intelliflo

Transact

Fidelity

Job description

Social network you want to login/join with:

Client Relationship Manager - Hitchin, Hitchin

Client:

Blakemore Recruitment

Location:

Hitchin, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

cca71f701ec0

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

Job Description:

We are currently recruiting for a boutique Financial Planning practice in Hitchin who are looking to recruit a Client Relationship Manager to join their team. They seek someone strong in communicating with clients via phone, email, letter, and text, primarily to engage with existing clients.

• Managing & developing client relationships and maintaining client satisfaction through calls, emails, and texts.
• Monitoring and reporting on client engagement and communication.
• Proactively engaging with clients using the Thermometer test—tracking last contact dates and discussing how we can assist them to prevent relationships from cooling.
• Sending out client feedback surveys and policy questionnaires to gather insights and improve services.
• Building the brand through Google reviews and Trust Pilot reviews.
• Personalized client emails regarding action points, tax planning, legislation updates, holiday greetings, follow-ups, and assisting with tax return data, focusing mainly on the top 50 clients.
• Arranging client appointments and liaising with the Client Services Manager and Paraplanner for reviews.
• Coordinating with life companies and investment firms to ensure contact details are accurate and up to date.
• Producing investment and protection quotes and comparison charts.
• Submitting new business to Transact, Fidelity, and life insurance providers.
• Learning and proficiently using Intelliflo, Transact, Fidelity, and protection companies.
• Updating the New Business Register (NBR).
• Chasing leads, progressing pipeline business, and updating the team on progress.
• Assisting with annual client reports and re-balancing portfolios.
• Ensuring contact details are current and accurate.