Client Relationship Manager (Financial Services)

Client Relationship Manager (Financial Services)

35,000 - 40,000 + Hybrid (2 Days at Home) + Pension + 34 Days Holiday + Bonus + Training

Edgbaston

Are you a Financial Services professional with experience in wealth management looking to join a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications, excellent bonus schemes and 34 days holiday?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.

Your role will involve managing the account of 30-40 clients offering them updates and being a first point of contact. You will conduct early-stage research and general admin.

This role would suit someone with experience in a wealth management company looking to join a tight knit business that will offer you a hybrid role with a generous bonus, 34 days holiday and the opportunity to become a technical expert.

The Role

Managing 30-40 clients
Early-stage research
General admin
Hybrid 2 days at home 3 in office
8:45-17:00 Monday to Friday

The Person

Experience working in a wealth management company
Looking for stability
Looking to join a growing company

Reference number: 22282

Key words: Paraplanner, finance, consultant, dentists, clients, planning.

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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