Financial Services Administrator

Client Relationship Manager – Financial Services Administrator

Leicester (our Ref AL1418) – office based with potential of hybrid after qualifying period

Salary to c£27,000 pa + benefits

I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester. The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant.

More about the role:

* Work closely with the consultants to support and ensure clients’ needs are met

* Preparation work for client meetings

* Attending clients’ meetings, taking meeting notes (on/off site)

* Coordinating action points from meetings and completing work required

* Responsible for communication with clients (phone calls/emails etc.)

* Researching and collation of information in relation to advice being g...

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