*Hiring Now! Fantastic Role to Progress Your Financial Services Career Locally!*

Could be a fantastic opportunity for someone with Client Services, Administration or Relationship Management experience within Financial Services to take on a new challenge!

Award winning and highly successful financial planning practice with an impressive client portfolio, now seeking to appoint a Client Relationship Manager to join their growing team through an exciting phase of expansion.

Would be a great chance to pursue paid and supported qualifications/training, and to grow your career in a company with a fantastic culture and ethos!

Day to day within this role you will take on a varied responsibility set, encompassing client management including preparing and supporting onboarding processes, as well as annual client reviews (working alongside Financial Planners); involvement with preparing fact-finds and suitability reports as well as product documentation; administering transactions; ensuring risk and compliance procedures are fulfilled; and much more!

Super working environment – modern offices based near to Tunbridge Wells

Collaborative team culture

Varied day-to-day, with training, and opportunity to grow and develop in your role

Salary £35-40,000

+ company benefits

Free parking

Flexible working options – Mon-Fri 37,5 hr work week

If you have any level of experience within financial advice / planning work, perhaps in administration, client service or relationship management – then this could be the role for you!

Could be an ideal opportunity to work locally rather than in London/further afield, or to take a next career step!¬

Apply now with your CV for immediate consideration or contact Miles Dutton on 01892 540054 in confidence to discuss!