Job description
Are you an experienced financial services professional looking for a new challenge in a client-facing role? We're working exclusively with a highly regarded, growing Financial Advisory and Wealth Management firm in Bromsgrove that is seeking a Client Relationship Manager to join their Customer Care Team.
In this role, you'll be a key point of contact for clients, helping to ensure a high-quality service experience, and supporting the firm's complaint handling and feedback processes. It's an excellent opportunity for someone with a background in technical administration, paraplanning, complaints, or compliance within an IFA or wealth management environment.
Key Responsibilities:
1. Manage and resolve client queries and concerns in a professional, timely manner
2. Support the complaint handling process, from investigation to resolution
3. Collaborate across departments to ensure smooth service delivery
4. Keep accurate client records and produce high-quality written reports
5. Stay updated on industry regulations and apply them in day-to-day client support
6. Contribute to internal feedback reviews and service improvements
What We're Looking For:
7. Experience in an IFA, wealth management, or financial advice business
8. Background in complaints, compliance, or technical client support
9. Strong written communication and report-writing skills
10. Ideally working towards or already holding the Level 4 Diploma in Financial Planning
11. A client-first mindset and high attention to detail
What's on Offer:
12. Competitive salary up to £34,
13. Flexible hybrid working arrangements
14. Supportive, collaborative team environment
15. Funded industry exams and development support
16. Clear progression opportunities within the firm
If you're passionate about client service and want to build a career in a forward-thinking wealth management firm, we'd love to hear from you.