Client Relationship Manager
2 days ago
Taunton
Client Relationship Manager – Wealth Management Taunton £25,000 - £30,000 Full-time, Permanent About the Opportunity We're recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion. In this role, you'll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations. Key Responsibilities • First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience., • Case Management: Proactively manage client cases, supporting them throughout the application process., • Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations., • Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency., • Team Collaboration: Assist Financial Consultants with client-related administration and coordination., • General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You'll Need to Succeed • A desire to progress in a professional financial services environment., • Excellent communication and interpersonal skills, with the ability to build trusted client relationships., • Strong organisational abilities and the capacity to manage multiple tasks effectively., • A proactive, solutions-focused mindset with a commitment to delivering outstanding service., • Willingness to pursue industry qualifications and develop your expertise. What's on Offer? Career Development & Benefits: • Annual bonus scheme., • 30 days holiday plus bank holidays., • Study support & funding to help you achieve industry qualifications., • Pension scheme and sick pay., • BUPA Employee Assistance Program and access to an onsite commercial gym., • Birthday day off and regular company events., • Opportunities to contribute to the firm's Charity Foundation., • A positive, team-driven culture with clear career growth pathways. Why Apply? This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.