Location
BIRMINGHAM
Salary £30000 - £38000 TypePermanent WorkplaceHybrid Ref89134
An established financial planning firm is looking for a Client Relationship Manager to join their team, supporting advisers and delivering excellent service to clients.
Key Responsibilities:
1. Handle client, provider, and adviser queries
2. Prepare advisers for client meetings, including updating the cashflow planning tool (Truth) and creating agendas
3. Produce short, templated Suitability Reports
4. Maintain accurate client records and support the team with administration
Requirements:
5. Experience in client administration, ideally within financial services
6. Strong Excel and Word skills, excellent attention to detail
7. Ability to work independently and as part of a team
8. Familiarity with systems such as Intelliflo, Truth, or Workiro (or willingness to learn)
9. Friendly, organised, and positive approach
Whats on Offer:
10. Hybrid working: 2 days from home
11. Funded training, industry events, and quarterly socials
12. Salary: £30,000£38,000 depending on experience and fit