Client Relationship Manager

Wealth Planning Practice Client Relationship Manager-role

My client is a-Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Manager-to join their Liverpool-office.

You''ll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio''s and other-aspects of financial services administration, making you a pivotal member of the team.

A competitive salary package is on offer with this role, depending on experience (between -30,000-to -35,000) with Pension benefits,- holiday entitlement, hybrid working-& other benefits!

Ideally you''ll have experience within-an IFA/Wealth-office or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skills-would all be ideal, within this opportunity. The role is a full time, with hybrid working on offer.

Click and apply ASAP,-as a short list is being drawn up for interview!