Client Relationship Manager
3 days ago
About this Opportunity
">We are seeking an experienced Client Director to join our team at Atomos Investments Limited. As a Client Director, you will be responsible for providing high-quality financial advice to our clients and developing a growing client portfolio.
Job Summary:
- Offer tailored financial advice to clients across investments, pensions, and protection.
- Develop strong relationships with clients to understand their needs and provide solutions.
- Achieve sales targets by acquiring new clients and growing existing relationships.
- Mentor junior staff members to help them develop their skills and knowledge.
Key Skills and Qualifications:
- Level 4 Diploma in Financial Planning.
- Strong understanding of retail investments and pensions.
- Proven experience in client management or support, preferably within financial advisory or wealth management.
- Excellent communication and interpersonal skills.
What We Offer:
- Competitive salary: £50,000 - £70,000 per annum (dependent on experience).
- 25 days annual leave.
- Private Medical Insurance.
- Life Assurance (4x).
- Group Income Protection.
- Opportunities for career development and progression.
We are committed to providing a supportive and inclusive work environment that allows our employees to thrive and reach their full potential.
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