Client Relationship Manager

(Full-Time/Permanent | Hybrid/On-Site (as applicable)

An exciting opportunity has arisen for an experienced Client Relationship Manager to join our award-winning Wealth Management team. We are a family-orientated business that prides itself on delivering exceptional levels of service to our clients, and we’re looking for a motivated and proactive individual to support our team of Financial Planners.

About the Role

As a Client Relationship Manager, you will provide high-quality administrative and client support throughout the financial planning process. You’ll play a key role in ensuring our clients receive a seamless, professional, and personalised experience at every stage.

Key Responsibilities:

• Manage all stages of the client financial planning journey.
• Provide comprehensive administrative support to financial planners, ensuring accuracy and timely completion of tasks.
• Build and nurture client and provider relationships, acting as the first point of contact.
• Liaise with financial planners for diary management and workflow coordination.
• Coordinate with outsourced service providers to ensure a smooth client experience.
• Take ownership of non-client-facing and technical administrative work.
• Prepare client reports, correspondence, and review documentation to agreed standards.
• Maintain accurate client records and data within financial planning systems.
• Process and track applications, ensuring compliance with regulatory requirements.
• Support the continuous development and implementation of business processes.
• Work collaboratively with other Client Relationship Managers to maintain service levels.

About You

Skills, Knowledge & Experience:

• Excellent interpersonal and communication skills (verbal & written).
• Professional, presentable, and client-focused demeanour.
• Highly organised, methodical, and detail-oriented.
• Strong multitasking and prioritisation abilities.
• Proactive, enthusiastic, and keen to continue developing professionally.
• Competent in Microsoft Word, Excel, and financial planning software (e.g. IO).
• Excellent keyboard and data entry skills.
• Previous experience in financial services is preferred.

What We Offer

• Competitive salary (dependent on experience, negotiable) + discretionary incentive bonus
• 20 days holiday + bank holidays
• Additional company closure days between Christmas Eve and New Year
• Your birthday off as an extra day of annual leave
• Full pension package
• Health & wellbeing programme
• On-site parking
• Private medical insurance
• Sabbatical opportunity for long-term employees
• On-site parking
• Supportive, close-knit, and collaborative working environment

At Expert Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace. We welcome applications from individuals of all backgrounds and strive to create an environment where everyone feels valued, respected, and empowered to thrive.

If you’re looking to join a respected, growing firm that values professionalism, teamwork, and exceptional client service — we’d love to hear from you.

Please submit your CV and a cover letter detailing why you’d be a great fit for our team to sue@expertwealth.co.uk

Please note: No agencies, thank you