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Client Relationship Manager

Salary:
38,000 - 42,000
Location:
Cambridge
Company:
The One Group

Description

Our client, a reputable business within the Financial Services Industry is currently recruiting a Client Relationship Manager to support the provision of independent financial planning advice to the business's client portfolio, ,whilst maintaining ongoing relationships with the clients of the firm.

Key responsibilities include:

* Be the regular point of contact for client to deal with day-to-day enquiries from clients
* Ensure that all compliance documentation if present and correct
* Liaise with financial planner in connection with a strategy to meet client objectives
* Undertaking relevant research to identify suitable solutions to meet a client's specific objectives
* Attend client meetings as required and take notes which will be written up and sent to clients for approval
* Draft documentation as necessary
* Work with financial planners to manage diaries and client review meeting dates
* Attend client meetings as required and take notes which will be written up and sent to clients for approval

About you
* Good work ethic
* Experience within Financial Services
* Highly organised
* Pro-active approach to work
* Being able to prioritise workload
* Problem-solving skills
* Excellent verbal and written communication skills

Ideally you will have experience within the Financial Services industry and have an appropriate Level 4 Financial Services qualification.

This is a fantastic opportunity to work for a thriving business in modern offices and parking!

Salary: £38,000 - £42,000

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