Client Relationship Manager

3 weeks ago


Sherborne, United Kingdom Office Angels Full time

Position Title:
Client Relationship Manager

Location:
Sherborne, Dorset

Annual 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 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
Exceptional working environment - friendly, welcoming, supportive and team-oriented

Contractual Details:
9am - 5.15pm Monday - Friday (1 hour lunch break)

About the Organisation:
A reputable financial services firm dedicated to excellence, providing a variety of financial solutions to valued clients.

Key Responsibilities:
As a Client Relationship Manager, you will be tasked with delivering a tailored and high-quality service to clients. You will collaborate closely with the client relations and client services teams to ensure all client needs are addressed.

Your primary responsibilities will include:
1. Developing and managing a portfolio of private clients, fostering strong relationships with them and their families.
2. Identifying clients' needs and preferences regarding communication and reporting, ensuring the timely and accurate delivery of investment services.
3. Adhering to FCA regulations and company operating procedures and guidelines at all times.
4. Staying informed about market trends and maintaining expertise in investment knowledge, tax regulations, and industry best practices.
5. Cultivating new and existing sources of business introductions within the professional community to build a pipeline of potential new clients.
6. Keeping abreast of the commercial and competitive landscape and collaborating with other business areas to enhance services.

To excel in this role, you should possess the following qualifications and skills:

1. A minimum qualification of Level 4, via an RDR compliant qualification.
2. The successful candidate is expected to pursue Level 6 CISI (PCIAM) or Level 7 Chartered Wealth Manager qualification with support.
3. Strong interpersonal skills and a desire to develop and broaden your role.
4. Excellent written and verbal communication skills.
5. Some experience in business development would be advantageous, but not essential, as support and training will be provided.

Join our client's team and benefit from the support and coaching provided by their existing team. You will also receive administrative assistance 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.



  • 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...

  • 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...


  • Sherborne, Dorset, United Kingdom Porter Dodson Full time

    About Porter DodsonWe are a leading UK law firm, providing commercial and private legal services to individuals and businesses across the region.Our firm is committed to delivering exceptional client service and building strong relationships with our clients. We pride ourselves on our local presence and friendly, in-person service.Our team is the lifeblood...


  • Sherborne, Dorset, United Kingdom Porter Dodson Full time

    About Porter DodsonWe are a leading UK law firm, providing commercial and private legal services to individuals and businesses across the region.Our firm is committed to delivering exceptional client service and building strong relationships with our clients. We pride ourselves on our local presence and friendly, in-person service.Our team is the lifeblood...

  • Senior Associate

    2 days ago


    Sherborne, Dorset, United Kingdom Porter Dodson Full time

    About Porter DodsonWe are a leading UK law firm, providing commercial and private legal services to individuals and businesses across the region.Our firm is committed to delivering exceptional client service and building strong relationships with our clients. We pride ourselves on our local presence and friendly, in-person service.Our team is the lifeblood...


  • Sherborne, Dorset, United Kingdom Porter Dodson Full time

    About Porter DodsonWe are a leading UK law firm providing commercial and private legal services to individuals and businesses across the region.Our firm is committed to delivering exceptional client service and building long-term relationships with our clients.We are proud of our regional presence and the local connections we have with our clients and the...


  • 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...

  • 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...

  • 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...


  • 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...


  • Sherborne, United Kingdom Caterplus Full time

    About the RoleCaterplus is seeking a highly skilled and experienced Executive Chef Manager to join our team. As a key member of our culinary team, you will be responsible for leading our kitchen operations and ensuring the delivery of high-quality food and exceptional customer service.Key ResponsibilitiesLead and manage a team of chefs and kitchen staff to...


  • Sherborne, United Kingdom Caterplus Full time

    About the RoleCaterplus is seeking a highly skilled and experienced Executive Chef Manager to join our team. As a key member of our culinary team, you will be responsible for leading our kitchen operations and ensuring the delivery of high-quality food and exceptional customer service.Key ResponsibilitiesLead and manage a team of chefs and kitchen staff to...


  • Sherborne, Dorset, United Kingdom Sense Full time

    About the Role:Sense is a charity that believes everyone, regardless of their disabilities, should be able to communicate and experience the world around them. We are currently seeking a skilled Shop Manager to join our team and lead our shop in Sherbourne.Key Responsibilities:Lead and Develop a Team: Build, train, and inspire a great team of volunteers to...

  • Retail Store Manager

    5 hours ago


    Sherborne, Dorset, United Kingdom Sense Full time

    About the Role:Sense is a charity that believes everyone, regardless of their disabilities, should be able to communicate and experience the world around them. We are currently seeking a skilled Shop Manager to join our team and lead our shop in Sherbourne.Key Responsibilities:Lead and Develop a Team: Build, train, and inspire a great team of volunteers to...

  • 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...