Client Relationship Manager

Job Title: Client Relationship ManagerIndustry: Financial AdviceLocation: Henley-in-Arden Salary: Up to £34,500 Reference Number: 10542Recruit UK is working with a well-respected Wealth Management firm in Henley-in-Arden, offering an excellent opportunity for an experienced Client Relationship Manager to join their growing team.As a Client Relationship Manager, you will be the first point of contact for client queries, providing exceptional service and support. The ideal candidate will have excellent communication and interpersonal skills, a proactive approach, and enjoy building strong relationships with clients while delivering a high standard of customer service.Responsibilities Prepare client appointment packs and manage adviser diariesLiaise with clients and providers to obtain information and progress requests.Ensure all documentation meets FCA regulatory standardsGather data for cash flow modelling and portfolio analysisWhat''s in it for you:Salary up to £34,500 depending on experience22 days annual leave + bank holidays + Christmas closureHybrid workingPension contributionsCashback healthcare schemeFunding and support towards professional qualificationsFree on-site parkingSkills and experience required:Minimum of 2 years'' experience (or equivalent) as an Administrator within an Independent Financial Advice firmStrong organisational, communication, and interpersonal skillsExperience utilising Intelligent office is highly advantageousGet in touch or apply online to ..... full job details .....