Client Relationship Manager

Job Type:
Permanent
Job Sector:
Financial Services
Region:
East Anglia
Location:
Cambridge
Salary:
£38,000 to £42,000 per annum
Salary Description:
benefits
Posted:
28/07/2020
Recruiter:
The ONE Group
Job Ref:
J37453

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

Contact Details:
The ONE Group
Tel: 01223237888
Fax: 01223 233072
Contact: Lucy Atkin
Email:

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