Client Relationship Manager

  • Location:

    Cheshire, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Chris Smith

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Start date:

    02/05/2020 17:21:13

Client Relationship Manager Basic to £45,000 + package

Cheshire/South Manchester

A highly successful directly authorised practice specialising in the provision of whole of market financial advise to HNW individuals and corporate clients.

You will be responsible for handling enquiries from existing clients upon policy completion/maturity with a view to providing ongoing advice. This is an office based role that will involve direct contact with the clients via phone and in writing.

You will be level 4 diploma qualified as an absolute minimum with a background in the provision of financial advice. This role does not involve face to face client interaction, but you will be professional, articulate and have an excellent command of written English. Whilst there are specialists within the business who can provide the in depth technical knowhow, a good knowledge of pension and investment business is essential.

For an initial discussion please email or respond via this posting.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.