Client Relationship Assistant

Previous IFA or wealth management background essential for this roleOur client an established, growing wealth management company is looking for an experiencedClient Relationship Manager to assist Financial Advisers with a portfolio of clients.About the RoleYou will be assisting Financial Advisers and Paraplanners in creating successful financial outcomes for...

Management Level F Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our...

Job Description ResponsibilitiesProvide outsourced business development and account management services to clients, working on projects as required by the businessIdentify, research and profile new business opportunities on behalf of clientsProactively approach new opportunities on behalf of clients to establish effective and profitable working...

An established financial planning firm is looking for a Client Relationship Manager to join their team, supporting advisers and delivering excellent service to clients.Key ResponsibilitiesHandle client, provider, and adviser queriesPrepare advisers for client meetings, including updating the cashflow planning tool (Truth) and creating agendasProduce short,...

Immediate start - Great organisation and benefits package **About Our Client**: This organisation is a prominent figure in the business services industry, employing over 500 dedicated individuals across the UK. Based in Birmingham, the company has a solid reputation for its commitment to customer excellence. - Act as a dedicated point of contact for Key...

**Client Relationship Manager** **Location: Birmingham** **The Role** Develop new and existing customer/partner relationships and deliver high levels of customer service that lead to long-term commercial relationships **Key Responsibilities** - Prospect for new customers/partners whilst maintaining and growing you existing customer/partner base - Organise...

**Leading player in the UK market - £40 million turnover business**: - **Exciting new tech products in the pipeline**: - **Dynamic and expanding team**: - **Realistic targets and earning potential**: - **Autonomous role managing your own territory and diary** This is a fantastic opportunity to work for the leading, and fastest growing, provider of car...

As part of the Transport UK Group, West Midlands Trains delivers around 1,300 train journeys a day, for more than 60 million passengers a year, across our two brands - West Midlands Railway and London Northwestern Railway. We are committed to delivering a safe and reliable train service, by investing in our fleet of trains, stations and employees. As part...

A leading insurance firm is seeking a Claims Relationship Specialist in Birmingham. The role involves enhancing client relationships and managing claims performance. Candidates should have a background in insurance and strong analytical skills. Responsibilities include developing client engagement plans, conducting meetings with clients and brokers, and...

Company DescriptionSWIP Limited is an established company that specialises in innovative insulations systems based in Birmingham. We are mainly involved in the Government Funded Schemes that involve measures such as Solid Wall/ Under Floor and Roof Insulation.Key responsibilitesAs a client relationship manager, you will be responsible for building,...