Recruiting now
| Posted: | 20/05/26 | |
| Recruiter: | Ellis James Partners Ltd | |
| Reference: | 3111454501 | |
| Type: | Permanent | |
| Salary: | £35,000 - £40,000 Annual | |
| Location: | City, London | |
| Description: | Client Relationship Manager Financial Planning London Hybrid Working Up to £40,000 An established Financial Planning firm in London is looking to appoint a Client Relationship Manager to take ownership of ongoing client servicing and relationship management within a high-quality private client environment. This is a client-focused role at the centre of the advice process, ensuring clients receive a consistently high standard of communication, service, and ongoing support. You will work closely with Financial Advisers and act as a key point of contact for a portfolio of private clients. The role suits someone who enjoys building long-term relationships, takes pride in delivering excellent service, and is confident working in a structured financial planning environment where accuracy and professionalism matter. The Role
What You'll Bring
The Opportunity This is a stable, well-supported environment where client relationships are built for the long term. You'll be joining a collaborative team focused on delivering a consistently high-quality client experience, with scope to develop within the business over time. Experience within a structured financial planning environment would be advantageous, but is not essential. Package
| |