Client Relationship Manager - £35k-£45k - Sutton Coldfield

£35,000 - £45,000 yearly
  • Recruit UK
  • Sutton Coldfield, UK
  • 21/04/2021
Full time Paraplanner Senior Manager

Job Description

• 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 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:

  • Salaries up to £45,000 dependent on skill set and experience (negotiable)
  • Pension contribution
  • Discretionary annual bonus
  • NHS top-up scheme
  • 25 days holiday plus bank holidays plus a 2-day holiday exchange
  • The great office location for transport links
  • Brilliant IT infrastructure
  • Ongoing study support and career professional development


Skills and experience required:

  • Level 4 Financial Planning Diploma (required)
  • Organized individuals with attention to detail
  • Rapport building skills
  • Excellent communication both written and verbal
  • Knowledge within the Financial Planning industry


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:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.