Client Relationship Manager – Wealth Management
Taunton
£25,000 - £30,000
Full-time, Permanent
If you're currently working in an administrative role and feel ready for something more structured, more professional, and with real long-term progression - this could be worth a look.
One of the most respected Wealth Management firms in Taunton is looking to appoint a Client Relationship Manager
This role puts you at the centre of the client journey.
You'll be:
• The first point of contact for clients
• Managing cases end-to-end
• Working closely with Financial Consultants
• Gaining real exposure to the adviser side of the business
For someone ambitious, this is a platform.
There is structured study support and funding available if you want to pursue your Diploma in Financial Planning.
What stands out about this firm?
People-first culture
Strong internal development
Annual bonus
30 days holiday + bank holidays
Birthday off
Study support & funding
Pension, sick pay, BUPA EAP
Onsite commercial gym
Active charity foundation
They're looking for someone organised, proactive, client-focused and genuinely interested in developing within financial planning.