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Client Relationship Manager

United Kingdom, Wellington 33000.00 GBP / Year · Job Posted April 23, 2026
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Job Description

We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Manager to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on!

Job Responsibility

  • Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
  • Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
  • Liaise with clients on any administration queries they may have
  • Manage client service needs and client expectations to ensure client satisfaction
  • Ensure action points resulting from client meetings get diarised and dealt with
  • Preparation of meeting packs, to include new business for signing up
  • Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
  • Organise client review meetings as per the company process as required
  • Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
  • Ensure follow up letters are sent in a timely manner
  • Maintenance of client records
  • General administrative support

Requirements

  • Previous office support experience within a corporate environment
  • Accuracy and strong attention for detail
  • Excellent organisational and time management
  • The ability to work under pressure and prioritise
  • Excellent communication, both verbal and written
  • Competent IT user
  • A positive and proactive approach to work and a desire to help and support the wider team
  • Calm and considered outlook in approach to problem solving

What we offer

  • Matched pension contributions up to 5%, plus reinvestment of employer NI savings
  • Private medical insurance for all permanent employees
  • Life assurance (4× salary) and income protection (75% salary in long‑term illness)
  • Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
  • Full funding for professional exams, training and subscriptions
  • Electric car, cycle‑to‑work and season ticket schemes
  • Long‑service awards, referral bonuses, and paid volunteering time
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