Ellis James Partners Limited in Cheltenham is seeking a dedicated SJP Client Relationship Manager to support a busy client base and work closely with Advisers and the wider team.
This role covers handling client enquiries and applications, maintaining accurate records, coordinating reviews, and assisting with adviser administration to keep processes running smoothly. A strong client service focus and excellent organisation are essential.
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Client Relationship Manager | Growth & Client Experience in Cheltenham employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team
