At a Glance
- Tasks: Be the first point of contact for clients and manage their financial planning cases.
- Company: Dynamic financial planning practice focused on client experience.
- Benefits: Competitive salary, bonus potential, and a pathway to becoming a Financial Adviser.
- Other info: Opportunity for professional development and process improvement.
- Why this job: Make a real impact on client relationships and grow your career in finance.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 26000 - 32500 £ per year.
Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself.
You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team.
In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day.
The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop.
What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly...
Technical Administrator - Financial Planning 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
