Job Title: Client Relationship Manager

Industry: Financial Advice

Location: Warwick

Salary: Up to £34,500

Reference Number: 10542

Recruit UK is working with a well-respected Wealth Management firm near Warwick, offering an excellent opportunity for an experienced Client Relationship Manager to join their growing team.

As a Client Relationship Manager, you will be the first point of contact for client queries, providing exceptional service and support. The ideal candidate will have excellent communication and interpersonal skills, a proactive approach, and enjoy building strong relationships with clients while delivering a high standard of customer service.

Responsibilities

• Prepare client appointment packs and manage adviser diaries
• Liaise with clients and providers to obtain information and progress requests.
• Ensure all documentation meets FCA regulatory standards
• Gather data for cash flow modelling and portfolio analysis

What’s in it for you:

• Salary up to £34,500 depending on experience
• 22 days annual leave + bank holidays + Christmas closure
• Hybrid working
• Pension contributions
• Cashback healthcare scheme
• Funding and support towards professional qualifications
• Free on-site parking

Skills and experience required:

• Minimum of 2 years’ experience (or equivalent) as an Administrator within an Independent Financial Advice firm
• Strong organisational, communication, and interpersonal skills
• Experience utilising Intelligent office is highly advantageous

Get in touch or apply online to find out more about this opportunity!

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.