Client Relationship Manager (Wealth Management)
other jobs Reset Recruitment Ltd
Added before 6 Days
- England,South East,East Sussex
- Full Time, Permanent
- £30,000 - £31,000 per annum
Job Description:
Client Relationship Manager (Wealth Management)
Salary: £30k + bonus + great company benefits
Location: Hove
Hours: Mon-Fri 9am - 5pm
Hybrid Working: 3 days office / 2 days remote after training
A fantastic opportunity has arisen for an experienced Client Relationship Manager to join a well-established and highly regarded Wealth Management firm based in Hove.
This role would suit someone with strong financial services / IFA administration experience who can confidently manage end-to-end client processing, support advisers and provide an outstanding client service experience.
You will play a key role in supporting advisers with client portfolios, ensuring new business is processed efficiently while maintaining strong relationships with both clients and product providers.
Key Responsibilities
*Managing end-to-end processing of financial products including ISAs, pensions and GIAs.
*Processing new business applications and tracking them through to completion.
*Handling fund switches, withdrawals and investment updates.
*Preparing documentation and supporting annual financial review meetings.
*Liaising with platform providers, insurers and product providers.
*Maintaining accurate client records and updating back-office systems.
*Ensuring all compliance requirements including KYC and AML checks are completed.
*Supporting advisers and paraplanners in preparing client documentation.
*Building strong relationships with clients, providers and internal teams.
Skills and Experience Required
*Previous experience within wealth management, financial planning or IFA administration.
*Strong knowledge of investment products including ISAs, pensions and GIAs.
*Experience managing new business processing from submission to completion.
*Excellent organisational skills with strong attention to detail.
*Strong communication and relationship management skills.
*Ability to manage multiple priorities within a busy financial services environment.
Company Benefits
*Discretionary annual bonus linked to individual performance
*Support for RO exams including study materials, exam costs and study leave
*Electric vehicle salary sacrifice scheme through Octopus with charging installation support
*25 days annual leave plus bank holidays and one wellbeing day per year
*Death in Service cover (3x salary) with additional wellbeing benefits
*Eye test contributions
*Annual flu vaccination
This is an excellent opportunity to join a friendly, professional and supportive team within a growing wealth management environment that offers strong long-term career development.
To apply, please submit your CV as soon as possible.
Salary: £30k + bonus + great company benefits
Location: Hove
Hours: Mon-Fri 9am - 5pm
Hybrid Working: 3 days office / 2 days remote after training
A fantastic opportunity has arisen for an experienced Client Relationship Manager to join a well-established and highly regarded Wealth Management firm based in Hove.
This role would suit someone with strong financial services / IFA administration experience who can confidently manage end-to-end client processing, support advisers and provide an outstanding client service experience.
You will play a key role in supporting advisers with client portfolios, ensuring new business is processed efficiently while maintaining strong relationships with both clients and product providers.
Key Responsibilities
*Managing end-to-end processing of financial products including ISAs, pensions and GIAs.
*Processing new business applications and tracking them through to completion.
*Handling fund switches, withdrawals and investment updates.
*Preparing documentation and supporting annual financial review meetings.
*Liaising with platform providers, insurers and product providers.
*Maintaining accurate client records and updating back-office systems.
*Ensuring all compliance requirements including KYC and AML checks are completed.
*Supporting advisers and paraplanners in preparing client documentation.
*Building strong relationships with clients, providers and internal teams.
Skills and Experience Required
*Previous experience within wealth management, financial planning or IFA administration.
*Strong knowledge of investment products including ISAs, pensions and GIAs.
*Experience managing new business processing from submission to completion.
*Excellent organisational skills with strong attention to detail.
*Strong communication and relationship management skills.
*Ability to manage multiple priorities within a busy financial services environment.
Company Benefits
*Discretionary annual bonus linked to individual performance
*Support for RO exams including study materials, exam costs and study leave
*Electric vehicle salary sacrifice scheme through Octopus with charging installation support
*25 days annual leave plus bank holidays and one wellbeing day per year
*Death in Service cover (3x salary) with additional wellbeing benefits
*Eye test contributions
*Annual flu vaccination
This is an excellent opportunity to join a friendly, professional and supportive team within a growing wealth management environment that offers strong long-term career development.
To apply, please submit your CV as soon as possible.
Job number 3500174
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Company Details:
Reset Recruitment Ltd
Company size: 1–4 employees
Industry: Recruitment Consultancy
Too often in recruitment, client needs are forgotten in the scramble to make a placement. The long-term goals of candidates are ignored as they’...