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Client Relationship Manager

https://www.office-angels.com Logo

Office Angels

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Location:
United Kingdom, Wellington

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

35000.00 GBP / Year

Job Description:

As a Client Relationship Manager, you will play a crucial role in providing exceptional administrative support to the Financial Consultants, maintaining excellent administration processes, and ensuring efficient service delivery in a financial services organisation.

Job Responsibility:

  • First point of contact for client queries via phone, email, and in person
  • Schedule meetings and manage Financial Consultants' diaries
  • Handle client admin queries and ensure follow-up actions are completed
  • Prepare meeting packs and process applications accurately and compliantly
  • Manage documentation, policy details, and investment instructions
  • Organise review meetings and prepare reports
  • Maintain compliant records and ensure timely follow-up and action implementation
  • General admin support and record maintenance in Intelligent Office
  • Process client requests (e.g. surrenders, claims) and provide team cover
  • Escalate risks and contribute to team development and industry knowledge

Requirements:

  • Working knowledge of financial products and regulatory standards
  • Strong analytical thinking and attention to detail
  • Excellent organisation, time management, and ability to prioritise under pressure
  • Confident communicator with solid IT skills
  • Committed to high standards and personal accountability
  • Positive, proactive team player with a supportive attitude
  • Calm and thoughtful problem-solver
What we offer:
  • Annual company bonus scheme
  • Generous annual leave allowance of 25 days, plus Bank Holidays
  • Fully expensed Summer and Christmas employee parties
  • Conveniently located luxurious office
  • Pension scheme for long-term financial security
  • Friendly and highly welcoming team

Additional Information:

Job Posted:
October 27, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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