Job Title
Client Relationship Manager (Financial Services)
Location
Wellington
Salary
Up to £35,000 DOE
Hours
Full time 37.5 hours, Monday to Friday
Benefits
* Up to £35,000 per annum (dependent on experience)
* Annual company bonus scheme
* 25 days annual leave plus Bank Holidays
* Fully expensed summer and Christmas employee parties
* Conveniently located luxurious office
* Pension scheme for long‑term financial security
* Friendly and highly welcoming team
The Company
A dynamic and forward‑thinking financial services company, recognised for exceptional knowledge across all sectors and areas of financial management. Widely recognised for its reputation for trusted advice and guidance in the Southwest for over 80 years. They focus on a vibrant, inclusive working environment and great staff retention.
The Role
Working within the Wealth Management team, the Client Relationship Manager will provide high‑quality administrative support to two Financial Consultants and service clients across a range of varied duties.
Key Duties
* Friendly and professional point of contact for clients by phone, email and in person
* Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
* Liaise with clients on any administration queries they may have
* Manage client service needs and client expectations to ensure client satisfaction
* Ensure action points resulting from client meetings get diarised and dealt with
* Preparation of meeting packs, including new business for signing up
* Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
* Organise client review meetings as per the company process as required
* Preparation of client valuation and review reports and maintaining client files to satisfy compliance requirements
* Ensure follow up letters are sent in a timely manner
* Maintenance of client records
About you
* Previous office support experience within a corporate environment
* Accuracy and strong attention for detail
* Excellent organisational and time management skills
* The ability to work under pressure and prioritise
* Excellent communication, both verbal and written
* Competent IT user
* A positive and proactive approach to work and a desire to help and support the wider team
* Calm and considered outlook in approach to problem solving
To Apply
If this role is of interest to you then please apply online or call Vicky on the contact details provided.
Equal Opportunities
Office Angels is an equal‑opportunities employer who puts expertise, energy and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and a supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
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