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Client Relationship Manager

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Office Angels

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Location:
United Kingdom , Wellington

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Category:
Office Administration

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Contract Type:
Not provided

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Salary:

33000.00 GBP / Year
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Job Description:

The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day‑to‑day running of the business. You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes.

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

Additional Information:

Job Posted:
May 13, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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