Job Description
Job Title: Customer Relationship Manager
Location: Manchester (Office-based, 5 days a week)
Salary: Up to £35,000 basic + £15,000 OTE
About the Company
Our client are a disruptive, fast-growing financial planning business on a mission to make professional financial advice accessible to everyone. Backed by proven private equity investors, they are simplifying a complex industry with clear, jargon-free guidance that helps individuals plan for a better future.
Their culture is built on passion, innovation, and a commitment to making a real difference. They have a dynamic, startup mentality and have achieved significant growth by hiring exceptional people and fostering a collaborative, high-energy environment.
Role Overview
This role focuses on managing inbound enquiries from individuals who have expressed an interest in speaking with an Independent Financial Adviser (IFA). You will be the first point of contact for potential clients, taking the time to understand their needs, explaining how our advice process works, and ensuring they have a smooth and positive journey.
Beyond the initial conversations, you will help nurture client relationships at different stages of their financial journey. Your role is to provide updates, maintain engagement, an...