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Client Relationship Manager (Wealth)
Job Posted: a day ago
Salary: £ 30,000 - 38,000 / Annum
Job Type: Permanent
Location: Birmingham, West Midlands (County)
Expire in: a month
Job Description
A well-established financial planning firm is looking for a Client Relationship Manager to join their team, supporting advisers and delivering outstanding service to clients. This is a key role, ensuring client finances are accurate, up-to-date, and meeting their goals while helping the team run smoothly.
Key Responsibilities:
* Handle client, provider, and adviser queries in a timely and professional manner
* Prepare advisers for client meetings, including updating the cashflow planning tool (Truth) and creating meeting agendas
* Produce short, templated Suitability Reports
* Maintain accurate client records and support the team with day-to-day administration
* Assist with ad-hoc projects and contribute to improving processes
Requirements:
* Experience in client administration, must be within Financial Planning/ Advice industry
* Confidence handling client and adviser queries
* Strong Excel and Word skills, excellent attention to detail, and numeracy
* Ability to work independently and collaboratively as part of a team
* Familiarity with systems such as Intelliflo, Truth, or Workiro (or willingness to learn)
* Friendly, positive, and open to feedback and new ideas
What’s on Offer:
* Hybrid working with 2 days at home
* Funded training, industry event attendance, and quarterly social events
* Salary: £30,000–£38,000 depending on experience, qualifications, and team fit
* Bonus: 20%–150% of 1 months salary (subject to targets)
* Benefits: Pension (3% employer-matched), Income Protection, Critical Illness, Death in Service coverBefore You Apply
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Looking for your next career move? Join a top company hiring Client Relationship Manager (Wealth) job near me in Birmingham, West Midlands (County)! 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!
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