Client Relationship Manager

7 days ago


Andover, Hampshire, United Kingdom Premier Jobs UK Full time

Premier Jobs UK invites applications from experienced Financial Advisors for a Client Relationship Manager position.

Compensation: £62,000 per annum

Job Description:

This is a rare opportunity to join a highly respected IFA firm as a Client Relationship Manager, working from home with quality leads and existing clients provided. Your primary focus will be on delivering exceptional client service, building strong relationships, and identifying new business opportunities.

Your Responsibilities:

  • Deliver high-quality financial planning advice to clients through a mix of in-person meetings, virtual consultations via Microsoft Teams, or in-company offices.
  • Take ownership of a portfolio of existing clients, providing ongoing support and guidance to help them achieve their financial goals.
  • Identify and pursue new business opportunities, working closely with the company's marketing initiatives.

Required Qualifications and Skills:

A Level 4 Diploma in Financial Advice and CAS status for financial planning advice are essential requirements for this role. Your strong understanding of financial services, excellent communication skills, and ability to work independently will enable you to succeed as a Client Relationship Manager.

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