Hybrid working, Bonus, Study Support & Career Progression Plan

An excellent opportunity has risen for a very well-established Wealth Management firm based near Chelmsford in Essex. Due to expansion and an internal promotion, they are now looking to take on a client Relationship Manager within their team and offer them a clear career path. This is an excellent opportunity for candidates wishing to expand their network, by joining a firm in an exciting growth phase within a highly collegiate and collaborative team.

My client have been providing high-quality financial and investment planning services to their clients for over 20 years. They really value their clients, providing them with non-jargon based and highly ethical advice, resulting in exceptional client loyalty, a testament to this is that they do not advertise for new business, it is all generated through referrals and recommendations from their existing clients. They equally value their staff, looking to provide them with careers rather than jobs and strive to constantly provide them with a friendly, supportive and nurturing working environment. They provide advice across pension, investments, protection and intergenerational financial planning along with trust and estate planning advice, across the Essex, Hertfordshire and central London region.

They are looking for a Client Relationship Manager that has:

Strong organisational and administrative abilities with exceptional attention to detail
Knowledge of CRM systems, ideally from a financial services setting.
Outstanding writing and verbal communication abilities with a client-focused, professional demeanour.
The capacity to successfully prioritise, manage several tasks, and cooperate with others in a team.
Proactive, flexible, and problem-solving orientated.

Duties- Client Relationship Manager

• After yearly client review meetings, prepare and fill out post-review letters, update CRM records, and work with the administration team to arrange for any necessary follow-ups (such as withdrawals or fund switches).
• Consistently evaluate CRM dashboards to find clients who might have their ongoing fees terminated, making sure the right protocols are followed, and advisors are notified.
• Keep advisers informed so they may continue setting up review meetings by sending out fee warning and final notice letters on time.

This is a fantastic opportunity for a talented individual who is looking to join an established but growing practice with a supportive culture where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success.
If this Client Relationship Manager opportunity is of interest, please contact or send your CV to Sam at Financial Divisions.