Senior Client Relationship Manager
1 day ago
In this role, you will be responsible for developing and maintaining strong relationships with clients, providing them with tailored financial advice to help them achieve their goals. You will also be responsible for processing client cases efficiently and effectively.
We are committed to delivering exceptional client service and providing our clients with the best possible outcomes. To achieve this, we offer our clients bespoke support, including streamlined administration, specialist advice, technical support, marketing support, and existing client servicing opportunities.
This role requires a candidate with experience in Wealth Management or a relevant field, who is fully qualified or working towards a Level 4 qualification. The ideal candidate will have a client-centric approach, strong team spirit, and a proven track record of delivering positive client outcomes. They must also be able to work independently and as part of a team, and be comfortable using technology to manage client relationships and provide financial advice.
The salary for this role is estimated to be around £60,000-£80,000 per annum, depending on experience and qualifications. We are a progressive company that offers competitive salaries, benefits, and career development opportunities.
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