Job Description
Client Relationship Manager – Wealth Management
Taunton
£25,000 - £30,000
Full-time, Permanent
Start your financial services career with real development
Are you ready to step into financial services and build a career you can be proud of?
Our client, a well-respected Wealth Management firm in Taunton, is looking for a Client Relationship Manager to be at the heart of their client-first team.
This is more than a support role - it's a real opportunity to learn alongside the best, with structured development and exam support along the way.
Why this role?
* Hands-on experience: Be the first point of contact for clients, managing cases and building trusted relationships.
* Learn from the best: Work alongside Financial Consultants and get real insight into the adviser role.
* Progression built in: With study support and funding, you can gain your qualifications for the future
* Join a people-first culture: Regular company events, birthday day off, charity initiatives, and a supportive, team-driven environment.
What you’ll do
1. Serve as the main point of contact for clien...