Job Description
We are seeking a Client Relationship Manager for our Financial Planning & Wealth Management firm based in Fareham in Hampshire.
We are interested in you, if you have experience in a similar role in Financial Services and want to work in a small and tight knit Financial Planning team; want to be involved in all aspects of the business; learning and shaping the way we care for our clients; want to learn from an experienced team with progression opportunities for the right individual.
Candidates that fit our Core Values will enjoy working in a small independent firm and will embrace technology and working in a team setting.
Our team are measured on and display these Core Values:
- Our clients are at the heart of what we do
- Exhibits modesty and humility alongside confidence
- Always has a positive attitude
- Constantly looking to improve
- Behaves in a Professional manner and has Integrity
- We prioritise measurable results over the appearance of busyness
Position Overview
The position will involve providing support for our clients, Financial Planners, Paraplanners and the Operations Director.
Thorough computer skills are essential and in particular a working knowledge of provider platforms is essential and use ...