Client Relationship Manager required. Based in Putney. Would suit either a graduate or someone educated to A levels who has gained a few years work experience.
This role could also be suitable for a career changer maybe a person who is working in a client focused role and is seeking a sales role in a professional organisation.
Basic salary £23,000 - £25,000 with an OTE c. £30,000. Excellent opportunity to build a career in a financial planning company.
Are you a natural communicator? Can you build strong client relationships, and do you thrive in a sales focused environment?
This is a great opportunity to join a business that is established and growing. The role is Client Relationship Manager however, hard work and study could lead you into other areas of our business in the future such as management or financial advising.
The CRMs responsibility is the generation of new business, and the key focus is sales and marketing. The successful individual will be using data provided to research the target market, decide how to reach out to them and contacting them to make appointments. You will be working hand in hand with a fully qualified adviser and supporting the client and adviser throughout the advice process and beyond.
The role
Reporting to the Client Relationship Director, the duties are varied and will include:
1. Contacting existing clients of the business and prospect...