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Accountancy Divisions
,
London, Greater London
Client Relationship Manager
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Client Relationship Manager - Wealth Management London £30 -35k Multi award winning nationwide IFA are looking for a CRM to join their busy and expanding team in London. As the Client Relationship Manager, you will work closely with the Advisers and play an integral role in helping to grow the revenue for clients. You will also work alongside the Paraplanners and Administrators. You will provide an administration support service to the Partners and their clients and be the key point of contact for clients. You will also be liaising with Product Providers and resolving any queries. You must have experience working across pensions and investments, experience dealing with High Net Worth (HNW) clients, strong track record of building relationships and ideally exposure with Intelligent Office (IO) and Voyant. This is a great opportunity for someone, Company offers excellent benefits. Please send your CV to Ursula Sloan