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, and ensure each client feels informed, supported, and valued. This is a high-activity, telephone-based position that requires excellent communication skills and a consultative approach to building trust.
Key Responsibilities
* Inbound Enquiry Management: Handle and qualify inbound enquiries from individuals seeking to speak with an IFA.
* Needs Assessment: Engage with potential clients to understand their financial goals and reasons for seeking advice.
* Relationship Development: Build and maintain strong relationships with clients throughout the advice process, ensuring they feel confident at every step.
* Appointment Coordination: Arrange initial consultations with IFAs for qualified clients, capturing all relevant details for a seamless handover.
* CRM Management: Keep accurate and up-to-date records of all interactions and progress within the CRM system to ensure an organised client journey.
* Collaboration: Work closely with the client experience and adviser teams to ensure seamless coordination and exceptional service.
* Client Education: Clearly explain the services in simple terms, helping clients understand the benefits of regulated financial advice.
What We’re Looking For
* Proven success in a customer-facing role, such as inbound sales, business development, or client services. Experience in financial or regulated industries is a bonus.
* A strong communicator with excellent interpersonal skills, adept at building rapport and staying organised.
* A consultative approach with the ability to assess needs and qualify prospects effectively.
* A driven, passionate, and adaptable individual who thrives in a fast-paced startup environment.
* A collaborative team player who enjoys working in a high-energy setting.
Why Join Us?
* Unique Opportunity: Be part of a business that is disrupting the financial planning industry and addressing a massive, untapped market.
* Make a Difference: Help individuals and businesses navigate financial complexities, providing real value and peace of mind.
* Growth Potential: Join an innovative company with significant opportunities for personal and professional development.
* Supportive Environment: Work with a passionate and collaborative team that values your contributions and expertise.