CV Elite Limited seeks an experienced Client Relationship Manager (Financial Planning Assistant) for their Gloucester office. The successful candidate will provide vital support to a Financial Planner, managing client relationships and ensuring high service standards. With a salary of £37-45,000 based on experience, the role offers hybrid working arrangements and a commitment to professional development. Ideal candidates will have at least 3 years in a financial planning environment, strong task management skills, and a client-focused approach.
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