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Job Title: Client Relationship Manager
Industry: Financial Planning
Location: Sutton Coldfield
Salary: £35,000 – £45,000
Job Reference: 15182
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 step back from a targeted advice role and focus solely on client reviews and relationship management. Or a Level 4 Diploma qualified candidate seeking a step up into client servicing and relationship management.
What’s in it for you:
Skills and experience required:
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Sutton Coldfield on a Client Relationship Manager role.
Our commitment to you: