Client Relationship Manager - Financial Planning

Client Relationship Manager Financial Planning London Hybrid Working Up to £40,000 An established Financial Planning firm in London is looking to appoint a Client Relationship Manager to take ownership of ongoing client servicing and relationship management within a high-quality private client environment. This is a client-focused role at the centre of the advice process, ensuring clients receive a consistently high standard of communication, service, and ongoing support. You will work closely with Financial Advisers and act as a key point of contact for a portfolio of private clients. The role suits someone who enjoys building long-term relationships, takes pride in delivering excellent service, and is confident working in a structured financial planning environment where accuracy and professionalism matter. The Role Act as a key point of contact for private clients Manage ongoing servicing, reviews, and client communications Prepare meeting packs, valuations, and supporting documentation Support Financial Advisers with client review meetings and follow-up activity Ensure accurate and compliant records are maintained using CRM systems Handle client queries promptly and professionally What You''ll Bring Experience in financial services, wealth management, or a financial planning environment Strong client service and relationship management skills High attention to detail and strong organisation Confident communicator with a professional manner Comfortable working ..... full job details .....