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Wealth Planning Practice- Client Relationship Managerrole
My client is aWealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting a Client Relationship Managerto join their Liverpooloffice.
You'll be supporting the IFA Administrators, Financial Planners & Paraplanners, dealing with new business admin, client suitability letters, client queries/portfolio's and otheraspects of financial services administration, making you a pivotal member of the team.
A competitive salary package is on offer with this role, depending on experience (between 30,000to 35,000) with Pension benefits, Holiday entitlement& other benefits!
Ideally you'll have experience withinan IFA/Wealthoffice or Financial Services business, good knowledge of Financial products, such as Investments and Pensions, experience of new business admin, client relationship management and strong organizational skillswould all be ideal, within this opportunity. The role is a full time, with hybrid working on offer.
Click and apply ASAP,as a short list is being drawn up for interview!
