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Latest Jobs

£35,000 - £45,000 yearly
Recruit UK Sutton Coldfield, UK
21/04/2021
Full time
• Please mention Financial Planning Jobs when applying for this role Job Title:  Client Relationship Manager Industry:  Financial Planning Location:  Sutton Coldfield Salary:  £35,000 – £45,000 Job Reference:  15182 Job Description: Recruit UK is working on a unique opportunity for a Client Relationship Manager in Sutton Coldfield to join a well-established Financial Planning firm. This role will involve completing annual reviews, fact-finding, updating client records, looking at investment risk for clients, and ensuring their existing investments are correct and best suited to them – along with much more. It will involve assisting any adviser with a backlog of client reviews or completing upcoming reviews, managing the relationship with the clients, and being their initial point of contact for queries and updates. This is a brilliant opportunity for a Financial Adviser looking to take a...