Client Relations Lead – Wealth Management in Fareham

Client Relations Lead – Wealth Management in Fareham

Fareham Full-Time On-site
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2MRW Group in Fareham, Hampshire, is seeking a Client Relationship Manager to support clients, Financial Planners and the Operations Director within a small, independent firm.

The role emphasizes preparation of paperwork, processing applications, and maintaining top-quality client service using provider platforms and Intelligent Office back office system. A proactive communicator with strong organisation will thrive here.

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Client Relations Lead – Wealth Management in Fareham employer: 2MRW Group

Join a dynamic Boutique Bank in Central London, where innovation meets excellence. As an IT Director, you'll thrive in a collaborative work culture that values your expertise and fosters professional growth, offering competitive remuneration and comprehensive benefits including private healthcare and life assurance. This is an exceptional opportunity to lead transformative technology initiatives in a supportive environment that prioritises employee well-being and development.

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Contact Details:

2MRW Group Recruitment Team