Job Title: Client Relationship Manager (Financial Services)
Location: Wellington
Salary: Up to £33,000 DOE
Hours: Full time 37.5 hours, Monday to Friday 8.45am-5.15pm
Key Highlights of the Benefits Package:
Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4× salary) and income protection (75% salary in long‑term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle‑to‑work and season ticket schemes
Long‑service awards, referral bonuses, and paid volunteering timeThe Company: A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.
The Role: The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day‑to‑day running of the business.
You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes.
Key Duties:
Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
Liaise with clients on any administration queries they may have
Manage client service needs and client expectations to ensure client satisfaction
Ensure action points resulting from client meetings get diarised and dealt with
Preparation of meeting packs, to include new business for signing up
Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
Organise client review meetings as per the company process as required
Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
Ensure follow up letters are sent in a timely manner
Maintenance of client records
General administrative supportAbout you:
Previous office support experience within a corporate environment
Accuracy and strong attention for detail
Excellent organisational and time management
The ability to work under pressure and prioritise
Excellent communication, both verbal and written
Competent IT user
A positive and proactive approach to work and a desire to help and support the wider team
Calm and considered outlook in approach to problem solvingThis company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress.
To Apply: If this role is of interest to you then please apply online, send your CV to (url removed) or call Vicky or Georgie on (phone number removed).
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Salary description
£33000.00 - £33000.00 per year