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Client Relationship Manager - Wellington, United Kingdom - Cathedral Appointments Ltd

Cathedral Appointments Ltd

Verified Company

Wellington, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Salary up to £35k DOE | Good Benefits Package

Our client who has been awarded the gold standard for firms of financial planners is seeking a
Client Relationship Manager to support the Director of the firm.

The main place of work will be Wellington but there may be a requirement for travel between offices from time to time.

What will you be doing as a Client Relationship Manager?

Supporting the Director with administration duties
Organise existing and prospective client meetings and actively manage the Director's diary and workload
Provide a friendly and professional point of contact for clients and enquiries
Check the accuracy and completeness of all documentation

Skills/Qualifications

You may be part qualified CII/LIBF within Financial Services
Demonstrate practical awareness and basic knowledge of retail financial products
Analytical in solving tasks with keen attention to detail
Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
Demonstrate competent use of IT

The benefits include but are not limited to: