Part-Time Client Relations Manager – Financial Services

Guardian Jobs; Ipswich; Hybrid; GBP 16,000 - 21,000; Part time

Benefits offered by this job

Flexible hybrid working options

28 days annual leave pro-rata

Job summary

Guardian Jobs advertises a Client Relationship Manager role in Ipswich on behalf of a well-established financial planning practice. The role is part-time (16-20 hours/week) with hybrid working and Ipswich office attendance.

The successful candidate will be the main contact for clients, coordinating communications, meetings and cases, while maintaining CRM records and handling administrative tasks. Qualifications emphasize client-service experience, strong organization, and proficiency with

Qualifications

• Experience in financial planning or regulated client-service environment preferred.
• Strong interpersonal and organizational skills are essential.
• Proactive approach to client management and admin tasks.

Responsibilities

• Act as the first point of contact for client calls and emails, responding professionally and ensuring enquiries are followed through to the appropriate outcome
• Coordinate client meetings and cases, including initial meetings, planning, implementation, annual reviews and follow-up activity
• Manage client communications, providing clear updates, explaining next steps and ensuring requests are acknowledged and progressed
• Keep cases moving by liaising with clients, providers and support teams, identifying delays and following up outstanding actions
• Coordinate outsourced administration, providing clear instructions, delegating appropriate tasks and checking work has been completed accurately
• Complete essential administration, including meeting preparation, CRM updates, record keeping and selected day-to-day administrative tasks

Skills

Client relationship management

Communication

Coordination

CRM systems

Tools

CRM software

Outlook

Microsoft Office

Job description

Guardian Jobs advertises a Client Relationship Manager role in Ipswich on behalf of a well-established financial planning practice. The role is part-time (16-20 hours/week) with hybrid working and Ipswich office attendance.

The successful candidate will be the main contact for clients, coordinating communications, meetings and cases, while maintaining CRM records and handling administrative tasks. Qualifications emphasize client-service experience, strong organization, and proficiency with