Client Relationship Manager
Client Relationship Manager Spider is advertising on behalf of a well-established financial planning practice in Ipswich, Suffolk, who are looking for an experienced and personable Client Relationship Manager to join their team on a permanent, part-time basis.This is a hour per week role, with hours spread across Monday to Friday to provide daily client cover. The practice offers flexible hybrid working, with regular attendance at their Ipswich office.Company benefits include: Competitive Salary:£32,000 £36,000 full-time equivalent, pro-rata for hours workedHoliday: 28 days annual leave, inclusive of Bank Holidays, pro-rata for hours workedOther: Flexible, hybrid working options; benefits to be discussed at interview stageAbout the role:As a Client Relationship Manager, you will be a key point of contact for clients, ensuring they receive a professional, personal and responsive service. You will coordinate client communications, meetings and ongoing cases, making sure commitments are followed through and work progresses efficiently.This is a varied role that combines client relationship management, coordination and hands-on administration. You will respond to client enquiries, manage and prepare for meetings, keep cases moving, coordinate outsourced administration and maintain accurate CRM records. You will also use your judgement to identify what can be resolved independently, what should be delegated and what requires the adviser s attention.Key responsibilities:Act as ..... full job details .....
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