Title: Client Manager
Salary: £40,000 – £60,000
The opportunity has come up to join a Chartered firm as a Client Manager taking responsibility for the client relationship. This is a heavily client focused role so ideal for those looking to develop their relationship building and management skills in an excellent environment.
The day to day of this role is almost entirely client-centric helping run the day to day of the client accounts dealing with them directly and aiding Senior Adviser’s where necessary. Over time, you will be expected to take over these clients and finish qualifications to full Chartered status and certified advisor status to begin in a full on advisory role.
- 3 years relevant Financial Services experience
- Ideally Level 4 Qualified
- Excel Competency
- University Graduate with degree of 2.2
For more information or for a confidential chat, please get in touch at
Employment Type Permanent
Advertiser Type Agency