Client Relationship Manager

Financial Planning
London | Hybrid Working
Up to £40,000

An established Financial Planning firm in London is looking to appoint a Client Relationship Manager to take ownership of ongoing client servicing and relationship management within a high-quality private client environment.

This is a client-focused role at the centre of the advice process, ensuring clients receive a consistently high standard of communication, service, and ongoing support. You will work closely with Financial Advisers and act as a key point of contact for a portfolio of private clients.

The role suits someone who enjoys building long-term relationships, takes pride in delivering excellent service, and is confident working in a structured financial planning environment where accuracy and professionalism matter.

The Role

• Act as a key point of contact for private clients
• Manage ongoing servicing, reviews, and client communications
• Prepare meeting packs, valuations, and supporting documentation
• Support Financial Advisers with client review meetings and follow-up activity
• Ensure accurate and compliant records are maintained using CRM systems
• Handle client queries promptly and professionally

What You'll Bring

• Experience in financial services, wealth management, or a financial planning environment
• Strong client service and relationship management skills
• High attention to detail and strong organisation
• Confident communicator with a professional manner
• Comfortable working with CRM systems (Salesforce advantageous)

The Opportunity
This is a stable, well-supported environment where client relationships are built for the long term. You'll be joining a collaborative team focused on delivering a consistently high-quality client experience, with scope to develop within the business over time.
Experience within a structured financial planning environment would be advantageous, but is not essential.

Package

• Competitive salary
• Hybrid working (London + home)
• Supportive team environment
• Ongoing training and development