Job Description
Private Wealth Management
Up to £28,000 Hybrid working, Bonus, Study Support & Career Progression Plan
An excellent opportunity has arisen at a well-established Wealth Management firm near Chelmsford, Essex. Due to expansion and internal promotion, they are seeking a Client Relationship Manager to join their team, offering a clear career path. This role is ideal for candidates looking to expand their network within a growing, collaborative team.
The firm has provided high-quality financial and investment planning services for over 20 years. They value their clients by offering non-jargon, ethical advice, leading to exceptional loyalty. Client acquisition is through referrals and recommendations, reflecting their reputation. They also value their staff, providing careers rather than jobs, and fostering a friendly, supportive environment. Services include pension, investment, protection, intergenerational financial planning, trust, and estate planning across Essex, Hertfordshire, and central London.
Candidate Requirements
* Strong organisational and administrative skills with excellent attention to detail
* Knowledge of CRM systems, ideally within financial services
* Outstanding written and verbal communication skills with a professional, client-focused approach
* Ability to prioritise, manage multiple tasks, and collaborate within a team
* Proactive, flexible, and problem-solving mindset
Responsibilities - Client Relationship Coordinator
* Prepare post-review letters, update CRM records, and coordinate follow-ups after yearly client review meetings
* Monitor CRM dashboards to identify clients with potential fee terminations, ensuring protocols are followed and advisors are notified
* Keep advisers informed by sending timely warning and final notice letters to facilitate review meetings
This is a fantastic opportunity for a talented individual to join an established, growing practice with a supportive culture where client satisfaction is paramount. You will play a vital role in ensuring ongoing success. If interested, please contact or send your CV to Sam at Financial Divisions.
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