Client Manager

2 months ago


Sherborne, United Kingdom Office Angels Full time

Job Title: Client Manager

Location: Sherborne, Dorset

Annual Salary: Up to £70,000 PA DOE (will look at applications with salary expectations from £40K)

Additional Benefits:

Auto Enrolment Pension Scheme with employer contribution of 3% of salary
Company Pension Scheme - employer contribution of 6% after 6 months of probation
Holiday entitlement increasing up to 30 days per annum FTE
Medical Insurance with income protection, critical illness, and death in service benefits
Healthcare options for employees and dependants
Fantastic working environment - friendly, welcoming, supportive and team orientated.Contract Details: 9am - 5.15pm Monday - Friday (1 hour lunch break)

The Company: A well-established financial services organisation. With a strong commitment to excellence, they provide a range of financial solutions to their valued clients.

Responsibilities:

As a Client Manager, you will be responsible for delivering a personalised and high-quality service to clients. You will work closely with the client relations and client services teams to ensure all clients' needs are met. Your core responsibilities will include:

Developing and managing a book of Private clients, building strong relationships with them and their families.
Identifying clients' needs and preferences in terms of contact and reporting, and ensuring the timely and accurate delivery of investment services.
Complying with FCA regulations and company operating procedures and guidelines at all times.
Keeping abreast of market movements and maintaining expertise in investment knowledge, tax rules, and industry best practise.
Developing new and existing sources of business introductions among the professional community to build a pipeline of potential new clients.
Remaining up to date with the commercial and competitive environment and collaborating with other business areas to develop and enhance services.To be successful in this role, you should have the following qualifications and skills:

A minimum qualification of Level 4, via an RDR compliant qualification. However, we expect the successful candidate to become Level 6 CISI (PCIAM) or Level 7 Chartered Wealth Manager qualified with support.
Strong interpersonal skills and a desire to develop and broaden your role.
Excellent written and verbal communication skills.
Some experience in business development would be advantageous, but not essential, as they will provide support and training.Join our client's team and benefit from the support and coaching provided by their existing team. You will also receive administrative support from their well-resourced Client Services team and coaching from the Client Relations Team.

If you are enthusiastic, detail-oriented, and eager to contribute to a growing organisation, we would love to hear from you. Apply now

Please either apply online, send your CV directly to (url removed) or call Debbie on (phone number removed).

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website



  • Sherborne, United Kingdom Office Angels Full time

    Position Title: Client Relationship ManagerLocation: Sherborne, DorsetAnnual Compensation: Up to £70,000 PA DOE (considering applications with salary expectations from £40K)Additional Perks:Auto Enrolment Pension Scheme with employer contribution of 3% of salaryCompany Pension Scheme - employer contribution of 6% after 6 months of probationHoliday...


  • Sherborne, United Kingdom Office Angels Full time

    Position Title: Client Relationship ManagerLocation: Sherborne, DorsetAnnual Compensation: Up to £70,000 PA DOE (considering applications with salary expectations from £40K)Additional Perks:Auto Enrolment Pension Scheme with employer contribution of 3% of salaryCompany Pension Scheme - employer contribution of 6% after 6 months of probationHoliday...


  • Sherborne, Dorset, United Kingdom Office Angels Full time £70,000

    Benefits: - Auto Enrolment Pension Scheme with employer contribution of 3% of salary - Company Pension Scheme with an employer contribution of 6% after a probationary period - Holiday entitlement increasing up to 30 days per annum (Full-Time Equivalent) - Medical Insurance including income protection, critical illness, and death in service benefitsWorking...


  • Sherborne, Dorset, United Kingdom Office Angels Full time £24,000 - £28,000

    Position Title: Senior Client Services Coordinator Employment Details: Standard working hours from 9am to 5:15pm, Monday to Friday (with a 1-hour lunch break) Our organization is recognized for delivering tailored and superior services to our clientele. With a steadfast dedication to providing outstanding customer assistance, we have cultivated a friendly...

  • Chef Manager

    2 weeks ago


    Sherborne, United Kingdom Caterplus Full time

    Join our team! Are you a passionate Chef Manager? If so, we'd love you to join our team at Platinum Skies Retirement Village!This role sits within our award-winning brand, Caterplus, one of the UK's leading catering services specialising in the care sector. Making a difference to local people, we pride ourselves on crafting superb environments for the over...

  • Quality Manager

    1 week ago


    Sherborne, United Kingdom Contek Recruitment Solutions Ltd Full time

    Quality Manager Contek are working with a client who is looking for a Quality Manager to join and lead their team of Quality staff. This role is working within an exciting, longstanding and innovative company who offer a modern and clean workplace. This company have a variety of processes on their sites and have a fantastic reputation within their...

  • Care Team Manager

    2 days ago


    Sherborne, Dorset, United Kingdom Talent Finder Careers Full time

    Job Summary:Talent Finder Careers is seeking a highly skilled and dedicated Senior Support Professional to join our team. As a Lead Support Worker, you will play a vital role in supporting our clients in achieving their goals and living their best lives.About the Role:We are looking for a dynamic and compassionate individual who can work effectively with our...

  • Quality Manager

    1 week ago


    Sherborne, United Kingdom Contek Recruitment Solutions Ltd Full time

    Quality ManagerContek are working with a client who is looking for a Quality Manager to join and lead their team of Quality staff. This role is working within an exciting, longstanding and innovative company who offer a modern and clean workplace. This company have a variety of processes on their sites and have a fantastic reputation within their...

  • Service Manager

    1 month ago


    Sherborne, United Kingdom Domus Recruitment Full time

    Domus Recruitment are working with our client based in Sherborne, who is actively seeking a new Service Manager, to oversee their 4-bed home that supports adults with Learning Disabilities. This home is in a beautiful area, rated good in all domains, and has a stable set of staff. The ideal candidate will have an excellent understanding of Learning...


  • Sherborne, Dorset, United Kingdom Caterplus Full time

    About CaterplusCaterplus is a leading catering services company specializing in the care sector. We pride ourselves on crafting superb environments for the over 55 community by providing high-quality, locally sourced food and fostering friendships.Job SummaryWe are seeking a highly skilled and experienced Head Chef to join our team at Caterplus. As a key...


  • Sherborne, Dorset, United Kingdom Caterplus Full time

    About CaterplusCaterplus is a leading catering services company specializing in the care sector. We pride ourselves on crafting superb environments for the over 55 community by providing high-quality, locally sourced food and fostering friendships.Job SummaryWe are seeking a highly skilled and experienced Head Chef to join our team at Caterplus. As a key...


  • Sherborne, Dorset, United Kingdom Elior Full time

    Job Summary:We are seeking an experienced and skilled Executive Chef Manager to join our team at Elior. As a key member of our culinary team, you will be responsible for managing teams on site, recruiting, inducting, training, and supporting colleagues to deliver an efficient and high-quality service to our customers.Key Responsibilities:Proactively manage...

  • Account Manager

    2 days ago


    Sherborne, Dorset, United Kingdom NFU Mutual Full time

    About the RoleWe are seeking a highly motivated and experienced Sales Executive to join our Commercial Insurance team at NFU Mutual. As an Account Manager, you will be responsible for driving new business growth and developing strong relationships with our customers.Key Responsibilities:Identify and secure new business opportunities in the commercial...


  • Sherborne, United Kingdom NFU Mutual Full time

    Up to £40,000 + Benefits Comprehensive training + continual professional developmentBased in our Sherborne office, you will be working Monday-Friday 9am-5pm. No weekends!Make a real difference to the growth of our business About the Role Are you ready to supercharge your sales career? As an Account Manager at our Sherborne and Beaminster Agency, you’ll...

  • Payroll Officer

    3 months ago


    Sherborne, United Kingdom Hunts Accountants Ltd Full time

    **Let’s talk about you** You’ll have experience working in practice in a payroll team and delivering payroll for a large client base. You’ll be comfortable with client communications and providing payroll on time to a high standard. You’ll have an excellent knowledge of everything relating to PAYE. As a vital member of our team, you’ll play a...


  • Sherborne, United Kingdom Porter Dodson Full time

    **Why Porter Dodson?** Porter Dodson is an award-winning Top 200 UK Law Firm, providing commercial and private legal services to individuals and businesses across Somerset, Devon and Dorset. We're proud of a regional presence that gives clients the local connections and friendly in-person service they love. Being embedded in our local communities and market...


  • Sherborne, United Kingdom Battens Solicitors Full time

    **Admin Assistant (Agricultural Department)** **Sherborne, Dorset** **From £24,000 - Salary dependant on experience** **9am-5.15pm - Monday to Friday** About Us: Battens would not be able to deliver an exceptional service to clients without our talented and hardworking staff. We recognise the hugely important role they play in the ongoing success and...

  • Office Administrator

    3 months ago


    Sherborne, United Kingdom Battens Solicitors Full time

    About Us: Battens would not be able to deliver an exceptional service to clients without our talented and hardworking staff. We recognise the hugely important role they play in the ongoing success and development of our business. Battens has a 300-year history, but it is a forward - thinking firm. Our workplace is: - stimulating - inclusive -...


  • Sherborne, United Kingdom Searchability Full time

    DevOps Engineer Salary up to £35,000 + benefits!Permanent, full-time role based in Yeovil, Sommerset - UK. ABOUT THE CLIENT: My client has a large portfolio of Smart Solutions, tailored to their customer's industry of choice which aim to elevate digital innovation. They specialise in four main markets, some of which include Aerospace & Defence,...

  • Junior Project Lead

    1 week ago


    Sherborne, United Kingdom Searchability Full time

    JUNIOR PROJECT LEAD Salary up to £35,000 + benefits!Permanent, full-time role based in Yeovil, Sommerset - UK. ABOUT THE CLIENT: My client has a large portfolio of Smart Solutions, tailored to their customer's industry of choice which aim to elevate digital innovation. They specialise in four main markets, some of which include Aerospace & Defence,...