Client Relationship Manager

Job reference
Horsham, West Sussex, United Kingdom
Start date
To be arranged
Administration & underwriting jobs
Contract type(s)
Full time
Date posted

Client Relationship Manager

West Sussex

£18,000 to £30,000 dependent upon experience + benefits inc 30 days holiday + bonus

A new role with a chartered financial planner who is looking to recruit an experienced IFA administrator to assist with general administration, report writing and the delivery of services to its clients.

Responsibilities include:

  • Database management and maintain customer records;
  • Answering telephone calls;
  • Arranging client meetings and managing the meeting rooms and room booking system;
  • Preparing and issuing reports and documentation;
  • Liaising with customers.

The role would suit an individual with previous exposure to working within an IFA office environment. You will need to be able to communicate clearly and effectively in person and in writing and have an excellent telephone manner. The ideal candidate will have good IT skills and be proficient in using Microsoft Office Suite. You will be able to work alone and as part of a team with good interpersonal skills. Ideally you will be willing to undertake further study and gain professional qualifications.

Ref: 4921

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