Client Relationship Manager

Wealth Planning Practice - Client Relationship Manager role

My client is a Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager to join their Liverpool office.

You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and other aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package is on offer with this role, depending on experience (between 30,000 to 35,000) with Pension benefits, Holiday entitlement & other benefits!

Ideally you'll have experience within an IFA/Wealth office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer.

Click and apply ASAP, as a short list is being drawn up for interview!