Client Relationship Specialist
1 week ago
We are seeking an experienced Client Relationship Specialist to join our team at First Recruitment Services. In this role, you will be responsible for managing client servicing reviews, building strong relationships, and identifying new business opportunities.
Key Responsibilities:
* Conduct regular client meetings to review portfolio performance and discuss financial objectives.
* Develop and implement effective strategies to enhance client satisfaction and retention.
* Collaborate closely with colleagues to identify new business opportunities and deliver exceptional client service.
* Provide expert guidance on investment planning, cash management, and other financial strategies.
* Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
* Address client questions and concerns promptly, offering solutions that align with their financial goals.
* Generate detailed post-review outcome letters following each meeting.
Requirements:
* Qualified or Chartered Financial Adviser with a minimum of one year of relevant experience.
* Valid driving license.
* High level of self-motivation, integrity, and a commitment to delivering excellent financial advice.
* Effective time-management skills and a team-oriented mindset.
The estimated salary for this role is £55,000 - £70,000 per annum, depending on experience.
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