https://jobs.co.uk/job/client-relationship-manager-financial-planning-ellis-james-partners-ltd--badb8123-cd8f-4a4d-9b61-e51089a8d688 RSS feed for Client Relationship Manager - Financial Planning at Ellis James Partners Ltd. en-gb Wed, 10 Jun 2026 11:32:21 GMT https://jobs.co.uk/job/client-relationship-manager-financial-planning-ellis-james-partners-ltd--badb8123-cd8f-4a4d-9b61-e51089a8d688 https://jobs.co.uk/job/client-relationship-manager-financial-planning-ellis-james-partners-ltd--badb8123-cd8f-4a4d-9b61-e51089a8d688 Wed, 20 May 2026 11:53:56 GMT Location: City | Salary: 35000.00-35000.00 Annual | Type: Permanent | 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 profe... Permanent