Job Title
Client Relationship Manager (Financial Services)
Location
Wellington
Salary
Up to £33,000 DOE
Hours
Full time, 37.5 hours per week. Monday to Friday 8.45 am–5.15 pm.
Benefits
* Matched pension contributions up to 5%, plus reinvestment of employer NI savings.
* Private medical insurance for all permanent employees.
* Life assurance (4× salary) and income protection (75% salary in long‑term illness).
* Generous holiday allowance – starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more.
* Full funding for professional exams, training and subscriptions.
* Electric car, cycle‑to‑work and season ticket schemes.
* Long‑service awards, referral bonuses and paid volunteering time.
About the Company
A dynamic and forward‑thinking financial services company that has been offering trusted advice and guidance in the Southwest for over 80 years. The company is known for its exceptional knowledge base across all business sectors and areas of financial management and maintains a vibrant and inclusive working environment.
Role Overview
The primary purpose of this role is to provide high‑quality administrative support to Financial Consultants, playing a vital part in the smooth day‑to‑day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment.
Key Duties
* Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person).
* Organise existing and prospective client meetings and actively manage Financial Consultants’ diary and workload as required.
* Liaise with clients on any administration queries they may have.
* Manage client service needs and client expectations to ensure client satisfaction.
* Ensure action points resulting from client meetings are diarised and dealt with.
* Prepare meeting packs, including new business for signing up.
* Complete, submit and follow up on applications, ensuring new business cases are processed in a timely and compliant manner.
* Organise client review meetings as per the company process.
* Prepare client valuation reports, client review reports and maintain client files to satisfy compliance requirements.
* Ensure follow‑up letters are sent in a timely manner.
* Maintain client records.
* Provide general administrative support.
Key Qualifications
* Previous office support experience within a corporate environment.
* Accuracy and strong attention to detail.
* Excellent organisational and time‑management skills.
* Ability to work under pressure and prioritise tasks.
* Excellent communication skills, both verbal and written.
* Competent IT user.
* A positive and proactive approach to work and a desire to help and support the wider team.
* Calm and considered outlook in problem‑solving.
Equal Opportunities Statement
Office Angels is an equal‑opportunities employer who respects and appreciates people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. Office Angels UK is an Equal Opportunities Employer.
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