Inbound Client Relationship Manager: Growth Path

Fintelligent Search; Manchester; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Private healthcare

OTE £65,000+

Profit sharing

Pension 8% employer contribution

Death in service cover

Professional qualification support

Structured career development

Job summary

Fintelligent Search is seeking a Client Relationship Manager to handle warm inbound enquiries within a growing financial services business. You will engage prospects who have requested advice, qualify opportunities, and arrange adviser appointments, all while maintaining strong client relationships.

You will receive structured training, ongoing support, and clear progression paths as the team promotes from within, with a comprehensive benefits package including private healthcare, pension

Qualifications

• Experience within customer service, client relationship management, account management, financial services, insurance, property, or a similar client-facing environment.
• Experience working towards targets, KPIs, or service standards within a professional setting.
• Experience using CRM systems and managing client information accurately.

Responsibilities

• Speak with warm, inbound leads who have requested to discuss their financial planning needs with an adviser.
• Build rapport, understand client circumstances, and qualify opportunities before arranging adviser appointments.
• Manage client interactions, CRM records, and lead pipelines to ensure an excellent customer journey.
• Work closely with advisers and support teams to maximise conversion rates and client outcomes.

Skills

Relationship building

Active listening

Negotiation

Tools

CRM systems

Job description

Fintelligent Search is seeking a Client Relationship Manager to handle warm inbound enquiries within a growing financial services business. You will engage prospects who have requested advice, qualify opportunities, and arrange adviser appointments, all while maintaining strong client relationships.

You will receive structured training, ongoing support, and clear progression paths as the team promotes from within, with a comprehensive benefits package including private healthcare, pension