Client Relationship Manager – Remote

Job

90613

Oldbury, West Midlands

£25,000 - £34,000 Per Annum

Permanent

An established and growing Wealth Management firm is seeking a Client Relationship Manager to join its team. This is an excellent opportunity for an experienced financial services professional to play a key role in supporting advisers and delivering an exceptional client experience. You will act as a central point of contact for clients, providers, and internal stakeholders, ensuring smooth management of client relationships and administration throughout the advice process.

• Manage a portfolio of clients and maintain accurate client records
• Act as a key point of contact for client enquiries, providing a professional and efficient service
• Prepare client documentation and meeting packs for advisers
• Process new business applications and monitor cases through to completion
• Liaise with providers, platforms and third parties to obtain information and progress client requests
• Maintain and update CRM and back‑office systems
• Support advisers with client reviews and ongoing servicing requirements
• Ensure all documentation meets compliance and regulatory requirements
• Assist with the preparation of suitability reports and financial planning documentation
• Build strong working relationships with clients, advisers and external providers

• Previous experience within Wealth Management, Financial Planning or Financial Services
• Strong administration and client relationship management skills
• Experience processing new business and liaising with providers
• Good understanding of FCA-regulated environments
• Excellent organisational skills and attention to detail
• Strong communication skills and a client-focused approach
• Experience using Intelligent Office, Xplan or similar back‑office systems would be advantageous