Offices Near Colchester, Essex
Salary: £27,000 - £35,000 (Hybrid working, Bonus, Study Support & Career Progression Plan)
An excellent opportunity has arisen for a well-established Wealth Management firm near Colchester in Essex. Due to expansion and internal promotion, they are looking to hire a Client Relationship Manager to join their team, offering a clear career path. This role is ideal for candidates seeking to expand their network within a growing firm that values collaboration and development.
The firm has been providing high-quality financial and investment planning services for over 20 years. They prioritize ethical, jargon-free advice, leading to strong client loyalty. Their client base grows primarily through referrals, reflecting their reputation. The company values its staff, offering careers rather than jobs, and fosters a friendly, supportive, and nurturing environment. They provide advice on pensions, investments, protection, intergenerational financial planning, as well as trust and estate planning across Essex, Hertfordshire, and central London regions.
Responsibilities - Client Support Administrator
1. Provide technical and administrative support to Advisers;
2. Handle queries from clients and other parties effectively;
3. Prepare files with compliance documentation, review meeting packs, illustrations, and supporting documents;
4. Ensure files contain all required client identification and application forms;
5. Progress applications with product providers, advisers, clients, and third parties;
6. Book client appointments for advisers when appropriate;
7. Assist the Case Manager with Letters of Authority with clients and third parties.
This is a fantastic opportunity for a talented individual to join an established, growing practice with a supportive culture where the client always comes first. You will play a vital role in ensuring ongoing success.
If this Client Relationship Manager role interests you, please contact or send your CV to Sam at Financial Divisions.
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