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Client Relationship Manager (Part-Time)

Job Posted: 19 days ago

Salary: £ 12.71 - 15 / Hour
Job Type:
Location: CF83, Caerphilly, Caerphilly County Borough

Expire in: 9 days

Job Description

Join the Trulife Financial Team

We're looking for a friendly, organised and confident Client Relationship Manager to join our growing team. This is an excellent opportunity for someone looking to build a career in financial services while working flexible, part-time hours.

As a point of contact for many of our clients, you'll play a key role in delivering an outstanding customer experience and helping strengthen long-term client relationships.

Your Responsibilities

  * Contact existing clients to discuss our services and proposition.

  * Book review appointments for our advisers.

  * Build and maintain positive client relationships.

  * Complete general administration and client record updates.

  * Support the team with day-to-day office tasks.

  * Deliver a professional and friendly experience on every client interaction.

What We're Looking For

  * Excellent communication and telephone skills.

  * Friendly, professional and confident manner.

  * Strong organisational skills and attention to detail.

  * Comfortable using Microsoft Office and CRM systems.

  * Previous customer service or administration experience is desirable but not essential.

  * A positive attitude and willingness to learn.

What We Offer

  * Flexible part-time hours (10 hours per week initially).

  * Opportunity to increase hours as the business grows.

  * Full training and ongoing support.

  * A chance to build a career within one of South Wales' growing financial planning firms.

  * Friendly, supportive and ambitious team environment.

If you're passionate about providing exceptional customer service and enjoy speaking with people, we'd love to hear from you

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Client Relationship Manager (Part-Time) job near me in CF83, Caerphilly, Caerphilly County Borough! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!