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Client Relationship Manager - Hitchin, Hitchin
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Client:
Blakemore Recruitment
Location:
Hitchin, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
cca71f701ec0
Job Views:
4
Posted:
02.06.2025
Expiry Date:
17.07.2025
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Job Description:
We are currently recruiting for a boutique Financial Planning practice in Hitchin who are looking to recruit a Client Relationship Manager to join their team. They seek someone strong in communicating with clients via phone, email, letter, and text, mainly to engage with existing clients.
* Managing & developing client relationships to ensure satisfaction through calls, emails, and texts.
* Monitoring client engagement and communication through MI.
* Proactively engaging with clients using Thermometer test—tracking last contact points and planning outreach.
* Sending out client surveys and policy questionnaires to gather feedback for service improvement.
* Building the brand through Google reviews and Trust Pilot.
* Personalized client communication regarding action points, tax planning, legislative updates, and follow-ups, especially for top clients.
* Arranging and coordinating client appointments with the Client Services Manager and Paraplanner.
* liaising with life insurance and investment firms to maintain accurate contact details.
* Producing investment and protection quotes and comparison charts.
* Submitting new business through Transact, Fidelity, and other providers.
* Learning and proficiently using Intelliflo, Transact, Fidelity, and protection companies.
* Updating the New Business Register (NBR).
* Chasing and progressing pipeline business, updating the team on status.
* Assisting with annual reports and re-balancing for clients.
* Maintaining accurate contact details and client records.
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