Are you passionate about delivering exceptional client service? Do you thrive in a dynamic environment where you can make a real difference? If so, we have the perfect opportunity for you!
Job Title: Client Relationship Manager
Location: Wellington, Somerset
Contract Details: Permanent, Full Time
Hours: 8:45am - 5:15pm (1 hour for lunch)
Salary: Up to £35,000 PA (dependant on financial services experience level)
About Our Client:
Our client is a highly successful and reputable financial services organisation based in Wellington, Somerset. With their commitment to employee well-being and supporting long-term growth, they offer excellent career progression and development opportunities.
Benefits & Perks:
* Attractive salary of up to £35,000 per annum (dependent on experience)
* Annual company bonus scheme
* Generous annual leave allowance of 25 days, plus Bank Holidays
* Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture
* Conveniently located luxurious office
* Pension scheme for long-term financial security
* Friendly and highly welcoming team
* Impressive local reputation
The Role:
As a Client Relationship Manager, you will play a crucial role in providing exceptional administrative support to the Financial Consultants, maintaining excellent administration processes, and ensuring efficient service delivery.
Your Responsibilities:
Client Support & Servicing
* First point of contact for client queries via phone, email, and in person.
* Schedule meetings and manage Financial Consultants' diaries.
* Handle client admin queries and ensure follow-up actions are completed.
New Business Administration
* Prepare meeting packs and process applications accurately and compliantly.
* Manage documentation, policy details, and investment instructions.
Client Reviews
* Organise review meetings and prepare reports.
* Maintain compliant records and ensure timely follow-up and action implementation.
CRM & Admin Duties
* General admin support and record maintenance in Intelligent Office.
* Process client requests (e.g. surrenders, claims) and provide team cover.
* Escalate risks and contribute to team development and industry knowledge.
Skills & Experience
* Working knowledge of financial products and regulatory standards.
* Strong analytical thinking and attention to detail.
* Excellent organisation, time management, and ability to prioritise under pressure.
* Confident communicator with solid IT skills.
Approach & Mindset
* Committed to high standards and personal accountability.
* Positive, proactive team player with a supportive attitude.
* Calm and thoughtful problem-solver.
How to Apply:
If this position has caught your attention and you would like to apply, please do so online or email your CV to taunton@office-angels.com. If you prefer to speak on the phone before applying, please call Georgie on 01823 285440.
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
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